Admin Snapshot

159194

2014-02-07T15:48:52-05:00

266153

false

Admin 2

2016-12-28T12:12:48-05:00

2014-02-12T14:56:13-05:00

In Admin, you can do the following: Sub-Module Description Content Management Content Management allows you to view the company information created by the admin while creating a new company. Individual company logo setup can be managed from here. Web Site Management Web Site Management provides full integrated set up to maintain all the different contact addresses of the organization, where the company is operating. All the job postings and news postings of the organization can be monitored from web site management. User Management Employees can be given preferences to different modules in the application, their user id password can be modified, and employees can be deactivated from User Management. New employees can be created and exported from here. Knowledge Center Through Admin-Knowledge Center the proposals and queries which were posted by users through Collaboration-Knowledge Center, are answered, approved or deleted by admin. When selected to add to portal, selected users can see approved items by admin, in collaboration. Contact Management Contact Management section tracks and displays all the individuals who associate with the organization either as a contact or consultant or customer or employee. All the contacts of the organization can be managed from Contact Management. Contacts can be added, imported, exported, edited and also deleted from here. Data Management Data Management section allows you (Administrator) to have full visibility of all records in the system. The Data Management section contains the main screens of Contacts, Companies, Candidates and Job Orders as listed in the CRM (module). By default, the system displays the Contacts main screen when you select the Data Management section. Burden Management Burden Management provides you with the capability to itemize your individual bill and pay burdens. Notification Management Notification Management allows you to manage notifications created and sent for candidates/employees credentials that are going to expire. Company Defined Fields Company Defined Fields are custom fields that Admins can create to appear on CRM records(Companies, Contacts, Candidates, Job Orders) Payroll Setup Payroll Setup is the area you manage mainly what your payroll weekend date is as well as any weekly/daily hours rules. You can also manage which types of timesheets users will have the ability to enter: Manage Rates With Manage Rates there is now one centralized location to organize and manage your various rates. Manage Roles As an Admin user you have the ability to manage role types(Recruiter, Account Manager, etc) as well as their commissions.

In Admin, you can do the following:<table cellspacing="0" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium;"><tbody> <tr> <td width="113">Sub-Module</td> <td width="579">Description</td> </tr> <tr> <td class="current" width="113"><a href="http://support.akkencloud.com/solution/categories/159194/folders/266153/articles/4000004517-company" target="">Content Management</a> </td> <td width="579">Content Management allows you to view the company information created by the admin while creating a new company. Individual company logo setup can be managed from here.</td> </tr> <tr> <td width="113"><a href="http://support.akkencloud.com/solution/categories/159194/folders/266153/articles/4000004519-website" target="">Web Site Management</a> </td> <td width="579">Web Site Management provides full integrated set up to maintain all the different contact addresses of the organization, where the company is operating. All the job postings and news postings of the organization can be monitored from web site management.</td> </tr> <tr> <td width="113"><a href="http://support.akkencloud.com/solution/articles/4000094757-user-management" style="color: rgb(0, 173, 237); font-size: medium;">User Management</a></td> <td width="579">Employees can be given preferences to different modules in the application, their user id password can be modified, and employees can be deactivated from User Management. New employees can be created and exported from here.</td> </tr> <tr> <td width="113"><a href="http://support.akkencloud.com/solution/articles/4000005626-knowledge-management-home" style="color: rgb(0, 173, 237); font-size: medium;">Knowledge Center</a></td> <td width="579">Through Admin-Knowledge Center the proposals and queries which were posted by users through Collaboration-Knowledge Center, are answered, approved or deleted by admin. When selected to add to portal, selected users can see approved items by admin, in collaboration.</td> </tr> <tr> <td width="113"><a href="http://support.akkencloud.com/solution/articles/4000094760-contact-management" style="color: rgb(0, 173, 237); font-size: medium;">Contact Management</a></td> <td width="579">Contact Management section tracks and displays all the individuals who associate with the organization either as a contact or consultant or customer or employee. All the contacts of the organization can be managed from Contact Management. Contacts can be added, imported, exported, edited and also deleted from here.</td> </tr> <tr> <td width="113"><a href="http://support.akkencloud.com/solution/articles/4000094761-data-management" style="color: rgb(0, 173, 237); font-size: medium;">Data Management</a></td> <td width="579">Data Management section allows you (Administrator) to have full visibility of all records in the system. The Data Management section contains the main screens of Contacts, Companies, Candidates and Job Orders as listed in the CRM (module). By default, the system displays the Contacts main screen when you select the Data Management section.</td> </tr> <tr> <td> <a href="http://support.akkencloud.com/solution/articles/4000055328-burden-management">Burden Management</a> </td> <td>Burden Management provides you with the capability to itemize your individual bill and pay burdens.</td> </tr> <tr> <td> <a href="http://support.akkencloud.com/solution/articles/4000106412-notification-management">Notification Management</a> </td> <td>Notification Management allows you to manage notifications created and sent for candidates/employees credentials that are going to expire.</td> </tr> <tr> <td> <a href="http://support.akkencloud.com/solution/articles/4000106410-company-defined-fields">Company Defined Fields</a> </td> <td>Company Defined Fields are custom fields that Admins can create to appear on CRM records(Companies, Contacts, Candidates, Job Orders)</td> </tr> <tr> <td> <a href="http://support.akkencloud.com/solution/articles/4000106414-payroll-setup">Payroll Setup</a> </td> <td> Payroll Setup is the area you manage mainly what your payroll weekend date is as well as any weekly/daily hours rules. You can also manage which types of timesheets users will have the ability to enter: </td> </tr> <tr> <td> <a href="http://support.akkencloud.com/solution/articles/4000055327-manage-rates">Manage Rates</a> </td> <td> With Manage Rates there is now one centralized location to organize and manage your various rates. </td> </tr> <tr> <td> <a href="http://support.akkencloud.com/solution/articles/4000106417-manage-roles">Manage Roles</a> </td> <td> As an Admin user you have the ability to manage role types(Recruiter, Account Manager, etc) as well as their commissions. </td> </tr> </tbody></table>

266153

854 190008

2017-07-28T10:02:20-04:00

4004241107

Admin Snapshot

2015-08-21T04:41:07-04:00

12054499

2014-03-06T11:33:25-05:00

The Company Information section displays the information specified by the System – Admin while creating a new account (Company) for the users of the application. To view the company information details: Click Company Information available in the Content Management menu. The system displays the Company Information screen. You can edit the company information by clicking on the Edit link available in the company information screen. The History section displays the history of the company information edited by you. The details of the company information are displayed under the following columns: Company Name, Company FEIN, Company Status, Company Type, Modified User and Modified Date.

The Company Information section displays the information specified by the System – Admin while creating a new account (Company) for the users of the application. To view the company information details: Click Company Information available in the Content Management menu. The system displays the Company Information screen.<div> </div><div> <img class="fr-draggable fr-dii" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4034226199/original/Fhlk0kE9OwWyYt7wY1amDHCS7HhUum3mJQ?1482443731" style="width: 1270px; height: 676.054px;" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4034226199/original/Fhlk0kE9OwWyYt7wY1amDHCS7HhUum3mJQ?1482443731" data-fileid="4034226199" data-uniquekey="1482443711506"> <ol style="color: rgb(0, 0, 0); font-family: 'Times New Roman';" type="1"> <li>You can edit the company information by clicking on the Edit link available in the company information screen.</li> <li>The History section displays the history of the company information edited by you.</li> <li>The details of the company information are displayed under the following columns: Company Name, Company FEIN, Company Status, Company Type, Modified User and Modified Date.</li> </ol> </div>

266153

630 4000004517

2016-12-22T16:55:43-05:00

4004241107

Company Information

2015-06-24T09:16:03-04:00

8077284

2014-03-06T11:42:11-05:00

JOB POSTING Job Posting is done by the sales people to meet their requirement. The Job Postings done by the sales people are displayed under Job Posting section. Akken Staffing provides the corporate management features which facilitates the administrator to know the status of each job posting based on which the administrator can make an effort to help the sales people to meet the requirement. The administrator can directly add the requirement from Job Posting section. Choose the Admin >> Website Management and then click on Job Posting link from left menu. Result: The screen refreshes by displaying the Job Posting screen. To view a full sized copy of the image, please click directly onto the graphic. The details of the Job Postings are displayed under the following columns: Job Title, Company, City, State, No.Open/Filled, Created Date, Created By, Modified Date, Modified By and Date Posted. The No.Open/Filled column shows two key pieces of information such as: Total: It shows the number of vacancies to be filled against the required position. Filled: It shows the number of vacancies filled for the position out of the total vacancies. Following are the statuses displayed by the Date Posted column in the Job Postings home page: Posted, Refreshed and Expired. Blank: No data will be displayed when the Job Order is not posted to Website. Posted: This status will be displayed when you post the Job Order to Website. This status also displays the posted date in parentheses next to the Posted status. Refreshed: This status will be displayed when you post the Job Order for the second time. This status also displays the Refreshed date in parenthesis next to the Refreshed status. Expired: This status will be displayed when the Job Order has expired. All the expired Job Orders will be removed automatically from the Website. The option to have posts expired by a certain time is available in the Set Job Order Preferences screen. Select a job order and click on the ‘Post to Website’ link available in the Job Postings home page to post the job order to Website. See the Post to Website topic for details. If you want to remove the job order from Website list, then select a job order that is already posted and click on the ‘Remove from Website’ link available in the Job Posting home page. See the Remove from Website topic for details. Use the search bar to display the records that match with the text strings specified in the search bar columns. Click on the ‘New Job Order’ link to add a new job order. See the New Job Order topic for details. See the Paging options topic to know how to use the paging options displayed at the bottom of the Job Posting page. Clicking on any of the column heading allows sorting the records either ascending or descending order. POST to WEBSITE The application provides the privilege to the administrator where in the administrator can add any job order to Hot Jobs section on the Web Site. The administrator generally uses this option for the job orders which needs to be met in limited period or when requirement needs high profile candidates etc. Using Post to Website link, you can post the job orders to Web Site. Select the Job Order(s) you want to post and click on “Post to Website” link available in the Job Postings home page. The system refreshes and displays the following alert message as shown below: Click on the OK button to post the job order to Web Site. The system refreshes and displays the posted Job Order in the Web API application. Click on the Cancel button to cancel and return to Job Posting home page. The status of the posted job order will be displayed as Posted along with the Posted Date in parentheses in the Date Posted column. You can now select multiple Job Order(s) and post them all at once. Note: When you re-post an Expired/Removed job order, the system displays the status of that job order as Refreshed along with the refreshed date in the Date Posted column. Job Order Display in Web Site API When you post the Job Order to Web Site API, it is displayed in the Web Site API application as shown below: Remove from Web Site New Job Order Edit Job Order Contact Us International organizations usually have the multiple contact addresses for different locations. The Administrator sets the “Corporate Contact Us” Address which is for the organization corporate headquarters. The administrator also maintains the list of active “Contact Us” addresses for the various locations where company has its branches. These “Contact Us” represents the countries/states/cities/towns in which the organization does the business. The Administrator adds and maintains the list of contact addresses for the organization. News The administrator can use NEWS feature to keep the members of the organization informed with the latest news and information about the industry, requirements or about the organization itself. News can be added, edited and deleted from NEWS section under Web Site Management. The News added from Admin appears under ‘Company News’ section in the eDesk.

<h1 style="font-family: Helvetica, Arial, sans-serif;">JOB POSTING</h1>Job Posting is done by the sales people to meet their requirement. The Job Postings done by the sales people are displayed under Job Posting section. Akken Staffing provides the corporate management features which facilitates the administrator to know the status of each job posting based on which the administrator can make an effort to help the sales people to meet the requirement.The administrator can directly add the requirement from Job Posting section. Choose the Admin >> Website Management and then click on Job Posting link from left menu. Result: The screen refreshes by displaying the Job Posting screen. <img class="fr-draggable fr-dii" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4034226241/original/nLflYyaPKVdRiXnAC9KMmDkPfIrwmymA0Q?1482443869" style="width: 1277px; height: 675.733px;" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4034226241/original/nLflYyaPKVdRiXnAC9KMmDkPfIrwmymA0Q?1482443869" data-fileid="4034226241" data-uniquekey="1482443744477">To view a full sized copy of the image, please click directly onto the graphic.<ol type="1"> <li>The details of the Job Postings are displayed under the following columns: Job Title, Company, City, State, No.Open/Filled, Created Date, Created By, Modified Date, Modified By and Date Posted.</li> <li>The No.Open/Filled column shows two key pieces of information such as: Total: It shows the number of vacancies to be filled against the required position. Filled: It shows the number of vacancies filled for the position out of the total vacancies.</li> <li>Following are the statuses displayed by the Date Posted column in the Job Postings home page: Posted, Refreshed and Expired.</li> </ol><ul type="disc"> <li>Blank: No data will be displayed when the Job Order is not posted to Website.</li> <li>Posted: This status will be displayed when you post the Job Order to Website. This status also displays the posted date in parentheses next to the Posted status.</li> <li>Refreshed: This status will be displayed when you post the Job Order for the second time. This status also displays the Refreshed date in parenthesis next to the Refreshed status.</li> <li>Expired: This status will be displayed when the Job Order has expired. All the expired Job Orders will be removed automatically from the Website. The option to have posts expired by a certain time is available in the Set Job Order Preferences screen.</li> </ul><ol type="1"> <li>Select a job order and click on the ‘Post to Website’ link available in the Job Postings home page to post the job order to Website. See the <a href="https://appserver14.akken.com/BSOS/Help/Admin_UM/Add_job_posting_as_hot_jobs.htm">Post to Website</a> topic for details.</li> <li>If you want to remove the job order from Website list, then select a job order that is already posted and click on the ‘Remove from Website’ link available in the Job Posting home page. See the <a href="https://appserver14.akken.com/BSOS/Help/Admin_UM/Remove_job_posting_from_hot_jobs.htm">Remove from Website</a> topic for details.</li> <li>Use the search bar to display the records that match with the text strings specified in the search bar columns.</li> <li>Click on the ‘New Job Order’ link to add a new job order. See the <a href="https://appserver14.akken.com/BSOS/Help/Admin_UM/Add_Job_Order.htm">New Job Order</a> topic for details.</li> <li>See the <a href="https://appserver14.akken.com/BSOS/Help/Admin_UM/Paging_Options.htm">Paging options</a> topic to know how to use the paging options displayed at the bottom of the Job Posting page.</li> <li>Clicking on any of the column heading allows sorting the records either ascending or descending order.</li> </ol> <h1 style="font-family: Helvetica, Arial, sans-serif;"><a href="http://help.akken.com/help-articles/post-to-web-site/">P</a>OST to WEBSITE</h1> The application provides the privilege to the administrator where in the administrator can add any job order to Hot Jobs section on the Web Site. The administrator generally uses this option for the job orders which needs to be met in limited period or when requirement needs high profile candidates etc.Using Post to Website link, you can post the job orders to Web Site.<ol type="1"><li>Select the Job Order(s) you want to post and click on “Post to Website” link available in the Job Postings home page. The system refreshes and displays the following alert message as shown below:</li></ol> <img style="cursor: default;" alt="Posting_Alert.gif" src="http://cdn.freshdesk.com/data/helpdesk/attachments/production/4000599207/original/Posting_Alert.gif?1394134236" class="fr-dii fr-draggable"> <ul type="disc"><li><ul> <li>Click on the OK button to post the job order to Web Site. The system refreshes and displays the posted Job Order in the Web API application.</li> <li>Click on the Cancel button to cancel and return to Job Posting home page.</li> </ul></li></ul><ol type="1"> <li>The status of the posted job order will be displayed as Posted along with the Posted Date in parentheses in the Date Posted column.</li> <li>You can now select multiple Job Order(s) and post them all at once.</li> </ol><table cellspacing="0" width="100%"><tbody><tr><td class="current" width="100%">Note: When you re-post an Expired/Removed job order, the system displays the status of that job order as Refreshed along with the refreshed date in the Date Posted column.</td></tr></tbody></table> Job Order Display in Web Site APIWhen you post the Job Order to Web Site API, it is displayed in the Web Site API application as shown below:<a href="http://help.akken.com/help-articles/remove-from-web-site/" style="background-color: rgb(255, 255, 255); color: rgb(0, 173, 237);">Remove from Web Site</a> <a href="http://help.akken.com/help-articles/new-job-order/" style="color: rgb(0, 173, 237); font-size: medium;">New Job Order</a><a href="http://help.akken.com/help-articles/edit-job-order-details/" style="color: rgb(0, 173, 237); font-size: medium;">Edit Job Order</a> <h1 style="font-family: Helvetica, Arial, sans-serif;">Contact Us</h1><div>International organizations usually have the multiple contact addresses for different locations. The Administrator sets the “Corporate Contact Us” Address which is for the organization corporate headquarters. The administrator also maintains the list of active “Contact Us” addresses for the various locations where company has its branches. </div>These “Contact Us” represents the countries/states/cities/towns in which the organization does the business. The Administrator adds and maintains the list of contact addresses for the organization. <h1 style="font-family: Helvetica, Arial, sans-serif;">News</h1><div>The administrator can use NEWS feature to keep the members of the organization informed with the latest news and information about the industry, requirements or about the organization itself. News can be added, edited and deleted from NEWS section under Web Site Management. </div><div> The News added from Admin appears under ‘Company News’ section in the eDesk. </div>

266153

827 4000004519

2016-12-22T16:58:01-05:00

4004241107

Website Management

2015-08-21T04:41:08-04:00

8077284

2014-04-29T11:55:47-04:00

SKILLS MANAGEMENT Objective of this release is to provide new functionality to maintain a manageable skills list. As part of this, we introduced a new menu in Admin, modified the skills tab for candidates, applicants and employees along with the skills section in "Job Orders". Users would still be able to parse resumes and auto populate all recognized keywords as skills as before. However, with this release users will also have an option to either retain the parsed skills and add more skills from the list maintained in Akken or remove the parsed skills and then add skills from the list. 1. Introduced a new preference under Admin for “Skill Management” 2. Introduced a new preference under Candidates for “Manageable Skills” 3. Introduced a new menu in Admin for "Skill Management" 4. Modified "Skills Tab" on the candidate, applicant and employee records 5. Modified "Skills Section" of the "Job Orders" 6. Modified Advance Search section in candidates 1. Introduced a new preference under Admin for “Skill Management”. Selecting the preference in the above screenshot enables a menu for "Skill Management" under Admin. This preference can be turned on for just Admin users so the list can be maintained just by them. 2.) Introduced a new preference under CRM candidates, HRM Applicants and Employees Selecting the preferences in above screenshot enables the option to add skills to the list by a non-admin user directly from the Candidates screen in CRM along with Applicants and Employees screen in HRM. 3. Menu item is located within Admin for Skill Management Click on "Admin – Skill Management" to go to the skills list. This screen will NOT list any skills by default. A list has to be created to be able to select skills on the candidate, applicants or employee screens. Click on Add New Skill to get to the pop up for creating a new skill. Key in a skill name and click on Save.Skills can also be categorized for each HRM Department. Category and Department are optional. Skill Categories can be added via multiple links. a) Click on Manage categories on the main skill listing screen to get to the pop up as below Click on Add New Category, key in a Category and click on Save. b) When adding a new skill, Click on Select/Edit List next to Category(s). Click on "Add New Category" to get to the "Manage Categories" pop up. Click on "Add New Category" and Save. To assign a skill to a category, click on the link “Select/Edit List” next to the “Category(s)” label. This would launch a pop-up that lists all existing skill categories. Select the category(s) on the left side and click on “Add”. Selected category names would now be visible on the right side. Click on "Save". A similar option for assigning skills to a HRM Department(s) exists by using the link “Select/Edit List” next to Department(s). However, new HRM Departments CANNOT be added from this section. 4. Modified skills tab on Candidates, Applicants and Employee records. a) Adding skills when creating new candidates manually using the wizard When in CRM Candidates, click on New to get to the options for creating candidates. Select the first option to use the wizard. When on the skills tab, links to add skills are visible in two places. Click on any link to get to the pop up listing all pre-defined skills. The pop up offers multiple ways to filter/search existing skills. Drop downs for Department and Category can be used to filter the list of skills provided a skill has been assigned to a category or a department. Skill name can also be keyed into the “Search Skill(s)” and by clicking on “Search” will narrow down the list as in the above screenshot. b) Modifying skills for candidates that were created by parsing a resume Users can select multiple skills on the left side in the pop up and click on Add so they list on the right side in the pop up. Click on "Save" to populate the candidates skills tab with the selected skills. Default values of “Current” for Last Used and “Expert” for Skill Level are populated with a blank "Years of Experience" field. Set appropriate values for these and click on "Save" the candidate record. Skills added can also be deleted using the red “X” next to each skill. Skills added from the list of managed skills are displayed on the candidate screen with skill type as “Managed”. They can be deleted by selecting the check boxes to the left and using the link “Delete Selected Skills”. Note: When uploading a new resume to an existing candidate, all existing skills would be replaced by the newly parsed skills except the managed skills added by the user. Parsing does not overwrite any previously added skills from the manageable list.

SKILLS MANAGEMENTObjective of this release is to provide new functionality to maintain a manageable skills list. As part of this, we introduced a new menu in Admin, modified the skills tab for candidates, applicants and employees along with the skills section in "Job Orders". Users would still be able to parse resumes and auto populate all recognized keywords as skills as before. However, with this release users will also have an option to either retain the parsed skills and add more skills from the list maintained in Akken or remove the parsed skills and then add skills from the list. 1. Introduced a new preference under Admin for “Skill Management”2. Introduced a new preference under Candidates for “Manageable Skills”3. Introduced a new menu in Admin for "Skill Management"4. Modified "Skills Tab" on the candidate, applicant and employee records5. Modified "Skills Section" of the "Job Orders"6. Modified Advance Search section in candidates 1. Introduced a new preference under Admin for “Skill Management”. <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012673025/original/User_Mgmt_-_Skill_Mgmt.PNG?1429206396" class="inline-image fr-dii fr-draggable" data-id="4012673025" style="cursor: default;"> <a href="http://help.akken.com/wp-content/uploads/2012/11/Akken-1.jpg" rel="lightbox[12294]" style="color: rgb(0, 173, 237);"></a>Selecting the preference in the above screenshot enables a menu for "Skill Management" under Admin. This preference can be turned on for just Admin users so the list can be maintained just by them. 2.) Introduced a new preference under CRM candidates, HRM Applicants and Employees <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012672917/original/User_Mgmt_-_Add_Skills.PNG?1429206220" class="inline-image fr-dii fr-draggable" data-id="4012672917" style="cursor: default;"> Selecting the preferences in above screenshot enables the option to add skills to the list by a non-admin user directly from the Candidates screen in CRM along with Applicants and Employees screen in HRM. 3. Menu item is located within Admin for Skill Management <img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512368/original/DMK1Gav-HGAgJfyvLbacsDgWR8VeiqvKSQ?1501093812" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512368/original/DMK1Gav-HGAgJfyvLbacsDgWR8VeiqvKSQ?1501093812" data-fileid="4041512368" data-uniquekey="1501093739591"><a href="http://help.akken.com/wp-content/uploads/2012/11/Akken-31.jpg" rel="lightbox[12294]" style="color: rgb(0, 173, 237);"></a><div> </div> Click on "Admin – Skill Management" to go to the skills list. This screen will NOT list any skills by default. A list has to be created to be able to select skills on the candidate, applicants or employee screens. <img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512390/original/GMcZiVjiJNu8bEvyKyxHg8OwriLTHSdhUA?1501093864" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512390/original/GMcZiVjiJNu8bEvyKyxHg8OwriLTHSdhUA?1501093864" data-fileid="4041512390" data-uniquekey="1501093739591"> Click on Add New Skill to get to the pop up for creating a new skill. Key in a skill name and click on Save.Skills can also be categorized for each HRM Department. Category and Department are optional.Skill Categories can be added via multiple links. a) Click on Manage categories on the main skill listing screen to get to the pop up as below <img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512407/original/ZIWbGXXla5oft-Zw4gejR6CnunsTRzNd3g?1501093887" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512407/original/ZIWbGXXla5oft-Zw4gejR6CnunsTRzNd3g?1501093887" data-fileid="4041512407" data-uniquekey="1501093739591"> Click on Add New Category, key in a Category and click on Save. <img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512418/original/sscEZW30AJu0tPg_6BULmuvkk89IX1x54A?1501093906" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512418/original/sscEZW30AJu0tPg_6BULmuvkk89IX1x54A?1501093906" data-fileid="4041512418" data-uniquekey="1501093739591"> b) When adding a new skill, Click on Select/Edit List next to Category(s). <img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512447/original/OeKAVHDrntUMnwvZN_SZskEN5gYnJAl2TQ?1501093936" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512447/original/OeKAVHDrntUMnwvZN_SZskEN5gYnJAl2TQ?1501093936" data-fileid="4041512447" data-uniquekey="1501093739591"> <img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512463/original/EDqkKwTV8yiJKZJDnevnqMbZ6fax9-eWDA?1501093980" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512463/original/EDqkKwTV8yiJKZJDnevnqMbZ6fax9-eWDA?1501093980" data-fileid="4041512463" data-uniquekey="1501093739591"> Click on "Add New Category" to get to the "Manage Categories" pop up. Click on "Add New Category" and Save.To assign a skill to a category, click on the link “Select/Edit List” next to the “Category(s)” label. This would launch a pop-up that lists all existing skill categories. Select the category(s) on the left side and click on “Add”. Selected category names would now be visible on the right side. Click on "Save". <img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512407/original/ZIWbGXXla5oft-Zw4gejR6CnunsTRzNd3g?1501093887" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512407/original/ZIWbGXXla5oft-Zw4gejR6CnunsTRzNd3g?1501093887" data-fileid="4041512407" data-uniquekey="1501093739591"> A similar option for assigning skills to a HRM Department(s) exists by using the link “Select/Edit List” next to Department(s). However, new HRM Departments CANNOT be added from this section. 4. Modified skills tab on Candidates, Applicants and Employee records. a) Adding skills when creating new candidates manually using the wizardWhen in CRM Candidates, click on New to get to the options for creating candidates. Select the first option to use the wizard. <img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512494/original/bqfutl7ZbkhqJ10UKNX9VjchesJkhwQk4w?1501094046" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512494/original/bqfutl7ZbkhqJ10UKNX9VjchesJkhwQk4w?1501094046" data-fileid="4041512494" data-uniquekey="1501093739591"> When on the skills tab, links to add skills are visible in two places. Click on any link to get to the pop up listing all pre-defined skills.<a href="http://help.akken.com/wp-content/uploads/2012/11/Help-10.jpg" rel="lightbox[12294]" style="color: rgb(0, 173, 237);" title="Help 10"> </a>The pop up offers multiple ways to filter/search existing skills. Drop downs for Department and Category can be used to filter the list of skills provided a skill has been assigned to a category or a department. <img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512512/original/s9cz1s39d0Gwyumj6iP_5D7tZ-RPwfMtwA?1501094078" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512512/original/s9cz1s39d0Gwyumj6iP_5D7tZ-RPwfMtwA?1501094078" data-fileid="4041512512" data-uniquekey="1501093739591"> Skill name can also be keyed into the “Search Skill(s)” and by clicking on “Search” will narrow down the list as in the above screenshot. b) Modifying skills for candidates that were created by parsing a resume <img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512558/original/iniOX_TpasGogtIYqfJvklN5OLkEik9Beg?1501094194" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512558/original/iniOX_TpasGogtIYqfJvklN5OLkEik9Beg?1501094194" data-fileid="4041512558" data-uniquekey="1501093739591"> Users can select multiple skills on the left side in the pop up and click on Add so they list on the right side in the pop up. Click on "Save" to populate the candidates skills tab with the selected skills. <img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512512/original/s9cz1s39d0Gwyumj6iP_5D7tZ-RPwfMtwA?1501094078" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512512/original/s9cz1s39d0Gwyumj6iP_5D7tZ-RPwfMtwA?1501094078" data-fileid="4041512512" data-uniquekey="1501093739591"> Default values of “Current” for Last Used and “Expert” for Skill Level are populated with a blank "Years of Experience" field. Set appropriate values for these and click on "Save" the candidate record. Skills added can also be deleted using the red “X” next to each skill. <img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512558/original/iniOX_TpasGogtIYqfJvklN5OLkEik9Beg?1501094194" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512558/original/iniOX_TpasGogtIYqfJvklN5OLkEik9Beg?1501094194" data-fileid="4041512558" data-uniquekey="1501093739591"> Skills added from the list of managed skills are displayed on the candidate screen with skill type as “Managed”. They can be deleted by selecting the check boxes to the left and using the link “Delete Selected Skills”.Note: When uploading a new resume to an existing candidate, all existing skills would be replaced by the newly parsed skills except the managed skills added by the user. Parsing does not overwrite any previously added skills from the manageable list.

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Skill Management

2015-08-21T04:41:09-04:00

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2014-03-13T13:01:38-04:00

You can view the list of deactivated users from User Management home page. All the three types of users: Employees, Self-Service Accounts and Consultants can be deactivated. ReActivating user accounts: Once you're on the Deactivated Users page you can then determine which types of users you wish to view by using the dropdown menu labelled 'User Type': To reactivate a user account you would simply click on the orange icon on the far right of the screen. To view a full sized copy of the image, please click directly onto the graphic. To activate the user account for an employee: Click on the Activate icon for the employee you want to reactivate. The system refreshes and displays the following alert message as shown below: How Reactivated Employee’s email will function upon reactivation: If the employee’s email folders were moved to another employee, then the Reactivated Employee will not see legacy emails and folders in their collaboration email screen. If email forwarding was enabled to go to another employee, that will stop and all new emails will be sent to the Reactivated Employee. If no email options were selected when deactivating, the email account will contain all information that it had before. Click on the Reactivate Employee to reactivate the employee. Click on the Cancel to cancel and return back to previous page.

You can view the list of deactivated users from User Management home page. All the three types of users: Employees, Self-Service Accounts and Consultants can be deactivated.<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512737/original/MhliDHPVdV_EfD-4izfnxmuhgn5XMXAN3g?1501094516" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512737/original/MhliDHPVdV_EfD-4izfnxmuhgn5XMXAN3g?1501094516" data-fileid="4041512737" data-uniquekey="1501094482101"> <h6 style="font-family: 'Times New Roman';"> </h6><h6 style="font-family: 'Times New Roman';">ReActivating user accounts:</h6> Once you're on the Deactivated Users page you can then determine which types of users you wish to view by using the dropdown menu labelled 'User Type':<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512770/original/ogvtIXxVPWe8Ts_NWOAcsS51bbBpYLGNeQ?1501094589" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512770/original/ogvtIXxVPWe8Ts_NWOAcsS51bbBpYLGNeQ?1501094589" data-fileid="4041512770" data-uniquekey="1501094482101"> To reactivate a user account you would simply click on the orange icon on the far right of the screen.<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512855/original/5uF1vME8vVD1UAWNrdan-MnA-Ww7Swb-4Q?1501094771" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512855/original/5uF1vME8vVD1UAWNrdan-MnA-Ww7Swb-4Q?1501094771" data-fileid="4041512855" data-uniquekey="1501094482101"> To view a full sized copy of the image, please click directly onto the graphic.To activate the user account for an employee: Click on the Activate <img src="https://appserver14.akken.com/BSOS/Help/Admin_UM/activate_icon.jpg" alt="" style="cursor: default; width: 18px; height: 17px;" class="fr-dii fr-draggable"> icon for the employee you want to reactivate. The system refreshes and displays the following alert message as shown below:<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512872/original/8FyQrBMSWGC8-T9Vrye-tQaCMguo0sRL0w?1501094791" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512872/original/8FyQrBMSWGC8-T9Vrye-tQaCMguo0sRL0w?1501094791" data-fileid="4041512872" data-uniquekey="1501094482101">How Reactivated Employee’s email will function upon reactivation:<ul style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);" type="disc"> <li>If the employee’s email folders were moved to another employee, then the Reactivated Employee will not see legacy emails and folders in their collaboration email screen.</li> <li>If email forwarding was enabled to go to another employee, that will stop and all new emails will be sent to the Reactivated Employee.</li> <li>If no email options were selected when deactivating, the email account will contain all information that it had before.</li> <li>Click on the Reactivate Employee to reactivate the employee.</li> <li>Click on the Cancel to cancel and return back to previous page.</li> </ul>

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2017-07-26T14:47:12-04:00

4004241107

User Management - View Deactivated Users

2015-08-21T04:41:08-04:00

12054499

2014-03-13T13:23:14-04:00

To deactivate a user account you must navigate to Admin-->User Management. User Management is where you can see create/deactivate users, see active users, edit user preferences, change user types, as well as changing usernames and passwords: The very far right icon is the deactivate user icon. After clicking on it the following window will appear: After clicking 'Select Employee' when changing ownership of records you will get the following pop-up window to select an internal employee to move the record ownership to: Note: If you utilize AkkenCloud as your email client you can also move existing and new emails that were originally tied to a user and move them to another user(as long as they have an email account configured in AkkenCloud).

To deactivate a user account you must navigate to Admin-->User Management. User Management is where you can see create/deactivate users, see active users, edit user preferences, change user types, as well as changing usernames and passwords:<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041511946/original/2M8X2t_Ck1jPslu5DyZjtyAtDEpOx4EZYg?1501092977" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041511946/original/2M8X2t_Ck1jPslu5DyZjtyAtDEpOx4EZYg?1501092977" data-fileid="4041511946" data-uniquekey="1501092947882" class="fr-dii fr-draggable"> The very far right icon is the deactivate user icon. After clicking on it the following window will appear:<ul> <li> <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512207/original/m7CCZTCPcdOcwhbqUS80svNez0JRLpyC6Q?1501093489" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512207/original/m7CCZTCPcdOcwhbqUS80svNez0JRLpyC6Q?1501093489" data-fileid="4041512207" data-uniquekey="1501092947882" class="fr-dii fr-draggable"> After clicking 'Select Employee' when changing ownership of records you will get the following pop-up window to select an internal employee to move the record ownership to: </li> <li><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512250/original/pA750FAUulX4iJbmPOEiQQU0QKEeywH1aQ?1501093571" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512250/original/pA750FAUulX4iJbmPOEiQQU0QKEeywH1aQ?1501093571" data-fileid="4041512250" data-uniquekey="1501092947882" class="fr-dii fr-draggable"></li> <li>Note: If you utilize AkkenCloud as your email client you can also move existing and new emails that were originally tied to a user and move them to another user(as long as they have an email account configured in AkkenCloud).</li> </ul> <div><div> </div></div>

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2017-07-26T14:50:42-04:00

4004241107

User Management - Deactivate User Accounts

2015-08-21T04:41:08-04:00

12054499

2014-03-13T13:26:46-04:00

The administrator can monitor the user log-ins and log-outs to determine how often the user is using the application. The administrator is able to see the user login and logouts from User Management home page section, in the Last Login and Last Accessed columns, with the date and time details.

The administrator can monitor the user log-ins and log-outs to determine how often the user is using the application. The administrator is able to see the user login and logouts from User Management home page section, in the Last Login and Last Accessed columns, with the date and time details.<img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513083/original/NtyqLzzsh2n0XtnsxRMT8rZ5RQCSUtR2Wg?1501095174" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513083/original/NtyqLzzsh2n0XtnsxRMT8rZ5RQCSUtR2Wg?1501095174" data-fileid="4041513083" data-uniquekey="1501095119564">

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2017-07-26T14:52:57-04:00

4004241107

User Management - Monitor User Logins and Logouts

2015-08-21T04:41:08-04:00

12054499

2014-03-13T13:30:07-04:00

The administrator is given a preference where he/she can edit the password of the employee user account whenever required. To edit the password navigate to Admin-->User Management, From the User Management home page, select the user type as “Employees”. Result: The User Management screen displays the list of employees who holds the user account. Click on the Edit Password icon link of the corresponding user. Result: The User Management screen refreshes by displaying the screen to change the password. Enter the new password in the New Password text box from the screen. Confirm the password by typing again in the Confirm New Password text box. Click on the ‘Update Password’ link to save and assign the new password to the selected employee. Result: You are prompted to the status. Click on the ‘Cancel’ link to cancel and return to previous page.

The administrator is given a preference where he/she can edit the password of the employee user account whenever required.To edit the password navigate to Admin-->User Management,<ol style="color: rgb(0, 0, 0); font-family: 'Times New Roman';" type="1"> <li>From the User Management home page, select the user type as “Employees”. Result: The User Management screen displays the list of employees who holds the user account.</li> <li>Click on the Edit Password <img src="https://appserver14.akken.com/BSOS/Help/Admin_UM/edit_pwd.jpg" alt="" class="fr-dii fr-draggable" style="width: 24px; height: 19px;"> icon link of the corresponding user. Result: The User Management screen refreshes by displaying the screen to change the password.</li> <li>Enter the new password in the New Password text box from the screen.</li> <li>Confirm the password by typing again in the Confirm New Password text box.</li> <li>Click on the ‘Update Password’ link to save and assign the new password to the selected employee. Result: You are prompted to the status.</li> <li>Click on the ‘Cancel’ link to cancel and return to previous page.</li> </ol><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512129/original/wamPEK_6o4G8YqUaDGSDt3S8S9uvf0dxQA?1501093320" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512129/original/wamPEK_6o4G8YqUaDGSDt3S8S9uvf0dxQA?1501093320" data-fileid="4041512129" data-uniquekey="1501092947882" class="fr-dii fr-draggable">

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2017-07-26T14:53:59-04:00

4004241107

User Management - Edit Password

2015-08-21T04:41:08-04:00

12054499

2014-03-13T13:41:45-04:00

SEARCHING the ARTICLES You can use Search option where in the users can find the articles they are looking for. In the Knowledge Center screen, use the Search text box to search for the specific items. Search can return exact matches as well as possible matches. You can perform the full text search to find specific articles or you can enter a keyword search to find the articles by alternative terminology. You can specify the keywords while you are adding items to portal. To improve your search results, you can add keywords to associate alternate terms to items. For example, an item is about library, then it might have the keywords like author and CD’s. Even if these words do not appear in the article itself, the search identifies and returns the item in the result based on the keywords. TO SEARCH for SPECIFIC ARTICLES Go to the Knowledge Center screen. Enter the text strings/key words in the Search text box and click on the Search icon link. The screen refreshes by displaying the matching results as follows: To view a full sized copy of the image, please click directly onto the graphic. Click on the ‘Edit’ link to modify the item. The screen refreshes by displaying the details of the item to modify. See the Modify enterprise portal item topic to know how to modify the items. Click on the ‘Delete’ link to delete the item. Confirm the deletion in the prompt. Click on the ‘Cancel’ link to cancel and return to previous page.

SEARCHING the ARTICLES You can use Search option where in the users can find the articles they are looking for. In the Knowledge Center screen, use the Search text box to search for the specific items. Search can return exact matches as well as possible matches. You can perform the full text search to find specific articles or you can enter a keyword search to find the articles by alternative terminology.You can specify the keywords while you are adding items to portal. To improve your search results, you can add keywords to associate alternate terms to items. For example, an item is about library, then it might have the keywords like author and CD’s. Even if these words do not appear in the article itself, the search identifies and returns the item in the result based on the keywords. TO SEARCH for SPECIFIC ARTICLES<ol style="color: rgb(0, 0, 0); font-family: 'Times New Roman';" type="1"> <li>Go to the Knowledge Center screen.</li> <li>Enter the text strings/key words in the Search text box and click on the Search icon <img src="https://appserver1.akken.com/BSOS/Help/Admin_UM/search_icon.jpg" alt="" class="fr-dii fr-draggable" style="width: 17px; height: 18px;"> link. The screen refreshes by displaying the matching results as follows:</li> </ol><div> <img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513828/original/7XiWRnfarHG4xp67dJfoySUgVgb63rTfFg?1501096583" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513828/original/7XiWRnfarHG4xp67dJfoySUgVgb63rTfFg?1501096583" data-fileid="4041513828" data-uniquekey="1501096428948"> To view a full sized copy of the image, please click directly onto the graphic. <ol style="font-family: 'Times New Roman';" type="1"> <li>Click on the ‘Edit’ link to modify the item. The screen refreshes by displaying the details of the item to modify. See the <a href="https://appserver1.akken.com/BSOS/Help/Admin_UM/Modify_enterprise_portal_item.htm">Modify enterprise portal item</a> topic to know how to modify the items.</li> <li style="color: rgb(0, 0, 0);">Click on the ‘Delete’ link to delete the item. Confirm the deletion in the prompt.</li> <li style="color: rgb(0, 0, 0);">Click on the ‘Cancel’ link to cancel and return to previous page.</li> </ol> <div> </div> </div>

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4004241107

Knowledge Management - Searching for Articles

2015-08-21T04:41:08-04:00

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2014-03-13T13:43:55-04:00

The administrator is facilitated to modify the articles whenever required via Admin-->Knowledge Center To MODIFY the ARTICLE Highlight the item and double click it to modify from enterprise portal part of the Knowledge Center screen. The screen refreshes by displaying the article details, to modify. Modify the article details. Click on the ‘Update’ link to save the article details. Click on the ‘Cancel’ link to cancel and return to previous page.

The administrator is facilitated to modify the articles whenever required via Admin-->Knowledge CenterTo MODIFY the ARTICLE<ol style="color: rgb(0, 0, 0); font-family: 'Times New Roman';" type="1"><li>Highlight the item and double click it to modify from enterprise portal part of the Knowledge Center screen. The screen refreshes by displaying the article details, to modify.</li></ol><div> </div><div> <img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513890/original/A1-93tD0FI4tvtfST2mIY0OIwtbnsXBTWg?1501096661" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513890/original/A1-93tD0FI4tvtfST2mIY0OIwtbnsXBTWg?1501096661" data-fileid="4041513890" data-uniquekey="1501096628282"> <ol style="color: rgb(0, 0, 0); font-family: 'Times New Roman';" type="1"> <li>Modify the article details.</li> <li>Click on the ‘Update’ link to save the article details.</li> <li>Click on the ‘Cancel’ link to cancel and return to previous page.</li> </ol> </div>

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4004241107

Knowledge Management - Modify Enterprise Portal Item

2015-08-21T04:41:08-04:00

12054499

2014-03-13T13:50:05-04:00

ADDING an ITEM to PORTAL The administrator is facilitated to add an item/article to enterprise portal so that the selected department users can find the item in the home page. Click on the ‘Add New Item to Portal’ from Knowledge Center screen. The Knowledge center screen refreshes by displaying the form to add your item. To view a full sized copy of the image, please click directly onto the graphic. To add item, Select the departments to which you want this item to be displayed from the Departments list box. Select the category of your item from Which Category you choose field. To mention new category rather than the listed ones, enable Suggest Category check box, enter the category name in the Suggest Category text box. Enter the title for your item in the Title textarea. Enter the description for your item in the Description textarea. Enter the key words which facilitate you to easily track this item in the Key Words text box. If you wish to maintain any link which supports your item, enter the same in the Link for this record text box. If you wish to upload any file to support your item, click on the ‘Browse’ button and select the file from your computer. Click on the ‘Add’ link to add this item to the enterprise portal. Click on the ‘Cancel’ link to cancel and return to previous page.

ADDING an ITEM to PORTALThe administrator is facilitated to add an item/article to enterprise portal so that the selected department users can find the item in the home page. Click on the ‘Add New Item to Portal’ from Knowledge Center screen. The Knowledge center screen refreshes by displaying the form to add your item. <img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513944/original/ZS9025Z_GF-W4preCKsJMEwJTRsyvtaGeQ?1501096722" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513944/original/ZS9025Z_GF-W4preCKsJMEwJTRsyvtaGeQ?1501096722" data-fileid="4041513944" data-uniquekey="1501096718745"> To view a full sized copy of the image, please click directly onto the graphic.To add item,<ol style="color: rgb(0, 0, 0); font-family: 'Times New Roman';" type="1"> <li>Select the departments to which you want this item to be displayed from the Departments list box.</li> <li>Select the category of your item from Which Category you choose field.</li> <li>To mention new category rather than the listed ones, enable Suggest Category check box, enter the category name in the Suggest Category text box.</li> <li>Enter the title for your item in the Title textarea.</li> <li>Enter the description for your item in the Description textarea.</li> <li>Enter the key words which facilitate you to easily track this item in the Key Words text box.</li> <li>If you wish to maintain any link which supports your item, enter the same in the Link for this record text box.</li> <li>If you wish to upload any file to support your item, click on the ‘Browse’ button and select the file from your computer.</li> <li>Click on the ‘Add’ link to add this item to the enterprise portal.</li> <li>Click on the ‘Cancel’ link to cancel and return to previous page.</li> </ol>

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4004241107

Knowledge Management - Add an item to Enterprise

2015-08-21T04:41:08-04:00

12054499

2014-03-13T14:29:01-04:00

Knowledge center acts as knowledge base for the users of the application. As an administrator, you can create many solutions/articles that would be of interest to your users and adding the solution/useful content to enterprise portal. You can also allow the users to know and view the solutions. The articles/content is stored as items and can be organized by categories. Using the knowledge center, the users can also find the answers to the queries posted by them without having a need to send the mail to the Admin people. All questions that are selected to ‘Add to Portal’ will be available in the Knowledge center section in home page. Knowledge Center The knowledge center includes anything that would provide the users with the information they need about a product or others. Select the Admin >> Knowledge center from menu bar or from the left menu to display the Knowledge Center home page. Knowledge Center screen is divided in two parts – the upper part of the screen displays the articles and items which are posted by the others. See the "Responding to user" query topic for details. The Enterprise portal part of the screen displays all the items which the administrator selected to enterprise portal including the items which are added by the administrator. The items that displays are the items which have been selected to add to enterprise portal. Use the search bar to display the records matched with the text string specified in the search bar columns. Use the Search option to find the articles you are looking for. See the "Searching the Articles" topic to know more. Use the ‘Add New Item to Portal’ link to add new article to portal. See the "Add an item to Enterprise Portal" topic for details. Use the ‘Delete’ link to delete items from enterprise portal. See the "Delete Enterprise Portal item" topic for details. Highlight any task and double click it to view and modify the details. See the "Modify Enterprise Portal Item" topic for more details. See the "Paging options" topic to know how to use the paging options displayed at the bottom of the Knowledge Center page. Clicking on any column heading allows sorting of the records either in ascending or descending order.

Knowledge center acts as knowledge base for the users of the application. As an administrator, you can create many solutions/articles that would be of interest to your users and adding the solution/useful content to enterprise portal. You can also allow the users to know and view the solutions. The articles/content is stored as items and can be organized by categories. <div><div><div> Using the knowledge center, the users can also find the answers to the queries posted by them without having a need to send the mail to the Admin people. All questions that are selected to ‘Add to Portal’ will be available in the Knowledge center section in home page. <img class="fr-draggable fr-dii" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4034226341/original/gad-faQPiguf9H_hFFiS7a9YfFTiTbBWkA?1482444166" style="width: 1359px; height: 676.61px;" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4034226341/original/gad-faQPiguf9H_hFFiS7a9YfFTiTbBWkA?1482444166" data-fileid="4034226341" data-uniquekey="1482444117170"> Knowledge Center <div><div><div> The knowledge center includes anything that would provide the users with the information they need about a product or others. <ol type="1"> <li>Select the Admin >> Knowledge center from menu bar or from the left menu to display the Knowledge Center home page.</li> <li>Knowledge Center screen is divided in two parts – the upper part of the screen displays the articles and items which are posted by the others. See the "<a href="https://appserver14.akken.com/BSOS/Help/Admin_UM/Responding_to_user_query.htm" style="color: rgb(0, 0, 0);">Responding to user" query</a> topic for details. </li> <li>The Enterprise portal part of the screen displays all the items which the administrator selected to enterprise portal including the items which are added by the administrator.</li> <li>The items that displays are the items which have been selected to add to enterprise portal.</li> <li>Use the search bar to display the records matched with the text string specified in the search bar columns.</li> <li>Use the Search option to find the articles you are looking for. See the "<a href="https://appserver14.akken.com/BSOS/Help/Admin_UM/Searching_the_articles.htm" style="color: rgb(0, 0, 0);">Searching the Articles</a>" topic to know more.</li> <li>Use the ‘Add New Item to Portal’ link to add new article to portal. See the "<a href="https://appserver14.akken.com/BSOS/Help/Admin_UM/Add_an_item_to_enterprise_portal.htm">Add an item to Enterprise Portal</a>" topic for details.</li> <li>Use the ‘Delete’ link to delete items from enterprise portal. See the "<a href="https://appserver14.akken.com/BSOS/Help/Admin_UM/Delete_enterprise_portal_item.htm">Delete Enterprise Portal item</a>" topic for details.</li> <li>Highlight any task and double click it to view and modify the details. See the "<a href="https://appserver14.akken.com/BSOS/Help/Admin_UM/Modify_enterprise_portal_item.htm">Modify Enterprise Portal Item</a>" topic for more details.</li> <li>See the "<a href="https://appserver14.akken.com/BSOS/Help/Admin_UM/Paging_Options.htm">Paging options</a>" topic to know how to use the paging options displayed at the bottom of the Knowledge Center page.</li> <li>Clicking on any column heading allows sorting of the records either in ascending or descending order.</li> </ol> </div></div></div> </div></div></div>

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2016-12-22T17:03:08-05:00

4004241107

Knowledge Management - Home

2015-08-21T04:41:08-04:00

12054499

2014-03-13T14:56:45-04:00

KNOWLEDGE CENTER To preserve the integrity of the knowledge center, the addition of all articles must be accepted by administrator for publishing to enterprise portal. The administrator can directly add the articles or may receive the suggestions/proposals from the other users. The administrator reviews the suggestions/proposals sent by other users to accept or not to accept. Accepted articles are automatically added to enterprise portal items so that the selected department users can view the article. Accepted articles appear in the home page of application for the selected department users. To accept the article/proposals: Before accepting a suggestion/proposal, you need to make sure that the selected item belongs to “Suggestion” article type. Click on the ‘Title’ link of the suggestion/proposal from the knowledge center screen. Result: The screen refreshes by displaying the details. The Posted by field displays the user name who has posted the suggestion/proposal. The suggestion/proposal details are displayed in the respective fields. The category with which the user associated the suggestion/proposal is displayed in the Which Category To Choose field. Enable Suggest Category check box and enter the category name in the text box provided, if you wish to associate this item with new category. The entry in Key words text box is associated with the item which facilitates to find the items quickly in. The Link for this record text box specifies the source to support the suggestion/proposal. If the user who posted the suggestion/proposal has uploaded any document, it is displayed in Uploaded Document field. Select Replace Document check box and click on the ‘Browse’ button and select the file to replace the document with your file. Select the department in the Department list box to allow the department users to view the article once you have accepted. Click on the ‘Accept’ link to approve and accept the suggestion/proposal. Result: The screen refreshes by adding the article to enterprise portal. Click on the ‘Cancel’ link to cancel and return to previous page.

KNOWLEDGE CENTER<div><div><div> To preserve the integrity of the knowledge center, the addition of all articles must be accepted by administrator for publishing to enterprise portal. The administrator can directly add the articles or may receive the suggestions/proposals from the other users. The administrator reviews the suggestions/proposals sent by other users to accept or not to accept. Accepted articles are automatically added to enterprise portal items so that the selected department users can view the article. Accepted articles appear in the home page of application for the selected department users. To accept the article/proposals: <ol type="1"> <li>Before accepting a suggestion/proposal, you need to make sure that the selected item belongs to “Suggestion” article type.</li> <li>Click on the ‘Title’ link of the suggestion/proposal from the knowledge center screen. Result: The screen refreshes by displaying the details. </li> </ol> <div> </div> <ol type="1"><li><div><div><div> <img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513982/original/jGsWfODtjGveeEzfJXAPSDgMMs0Pm4QmeQ?1501096772" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513982/original/jGsWfODtjGveeEzfJXAPSDgMMs0Pm4QmeQ?1501096772" data-fileid="4041513982" data-uniquekey="1501096768096"> <ol type="1"> <li>The Posted by field displays the user name who has posted the suggestion/proposal.</li> <li>The suggestion/proposal details are displayed in the respective fields.</li> <li>The category with which the user associated the suggestion/proposal is displayed in the Which Category To Choose field.</li> <li>Enable Suggest Category check box and enter the category name in the text box provided, if you wish to associate this item with new category.</li> <li>The entry in Key words text box is associated with the item which facilitates to find the items quickly in.</li> <li>The Link for this record text box specifies the source to support the suggestion/proposal.</li> <li>If the user who posted the suggestion/proposal has uploaded any document, it is displayed in Uploaded Document field.</li> <li>Select Replace Document check box and click on the ‘Browse’ button and select the file to replace the document with your file.</li> <li>Select the department in the Department list box to allow the department users to view the article once you have accepted.</li> <li>Click on the ‘Accept’ link to approve and accept the suggestion/proposal. Result: The screen refreshes by adding the article to enterprise portal.</li> <li>Click on the ‘Cancel’ link to cancel and return to previous page. </li> </ol> </div></div></div></li></ol> </div></div></div>

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2017-07-26T15:19:38-04:00

4004241107

Knowledge Management - Approving and Publishing Articles/Proposals

2015-08-21T04:41:08-04:00

12054499

2014-03-13T15:02:08-04:00

The users may post questions for information or solution they need about product or technology or any other. The administrator can respond to questions posted by users. The system automatically displays the type of the item as either ‘Question’ or ‘Suggestion’ or ‘Answered Question’ depending upon the type of article received. To respond to an article: Select the Admin >> Knowledge center from menu bar or from the left menu to display the Knowledge center home page. The upper part of the knowledge center screen displays the items posted by various users. It displays the Question/Headline, Category and Type details. Before responding or answering the articles you need to make sure that you have selected article type “Question”. The Type column displays the article type of the item. Click on the Title link of the item. The screen refreshes by displaying the details of the question, and providing you opportunity to answer the question. Responding to User Query The Posted by field displays the user name who has posted the questions. Select the department that is allowed to view this article on enterprise portal from Departments list box. The selected department users can view this item in enterprise portal. The category with which the user associated the question is displayed in the Which Category To Choose field. Enable Suggest Category check box and enter the category name in the text box provided, if you wish to associate this item with new category. Enter your response/answer for the question in the Answer textarea. You can write as much as you can. Enter the keywords to associate with this item which facilitates to find the items quickly in the Key words text box. Use Link for this record text box to specify the source to support your answer. If you want to upload any document to assist the user for getting the solution, click on the ‘Browse’ button in the Upload Document field and select the document. If you wish to add this item to enterprise portal, enable Add to portal check box. Selecting the ‘Add to Portal’ check box is optional. Selecting this check box automatically adds this item to enterprise portal. Click on the ‘Answer’ link to post your answer. Click on the ‘Cancel’ link to cancel and return to previous page. Note: If you select Add to Portal check box for any item, the selected item will be displayed in the enterprise portal part of Knowledge Center screen.

The users may post questions for information or solution they need about product or technology or any other. The administrator can respond to questions posted by users. The system automatically displays the type of the item as either ‘Question’ or ‘Suggestion’ or ‘Answered Question’ depending upon the type of article received. <div><div><div> To respond to an article: <ol type="1"> <li>Select the Admin >> Knowledge center from menu bar or from the left menu to display the Knowledge center home page.</li> <li>The upper part of the knowledge center screen displays the items posted by various users. It displays the Question/Headline, Category and Type details.</li> <li>Before responding or answering the articles you need to make sure that you have selected article type “Question”. The Type column displays the article type of the item.</li> <li>Click on the Title link of the item. The screen refreshes by displaying the details of the question, and providing you opportunity to answer the question. </li> </ol> <div> <div><div><div> <img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513999/original/-m7UdJ5XxvTswhNJ0c2p82A5J_y1Cpyb2Q?1501096809" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513999/original/-m7UdJ5XxvTswhNJ0c2p82A5J_y1Cpyb2Q?1501096809" data-fileid="4041513999" data-uniquekey="1501096806603"> Responding to User Query <div><div><div> <ol type="1"> <li>The Posted by field displays the user name who has posted the questions.</li> <li>Select the department that is allowed to view this article on enterprise portal from Departments list box. The selected department users can view this item in enterprise portal.</li> <li>The category with which the user associated the question is displayed in the Which Category To Choose field.</li> <li>Enable Suggest Category check box and enter the category name in the text box provided, if you wish to associate this item with new category.</li> <li>Enter your response/answer for the question in the Answer textarea. You can write as much as you can.</li> <li>Enter the keywords to associate with this item which facilitates to find the items quickly in the Key words text box.</li> <li>Use Link for this record text box to specify the source to support your answer.</li> <li>If you want to upload any document to assist the user for getting the solution, click on the ‘Browse’ button in the Upload Document field and select the document.</li> <li>If you wish to add this item to enterprise portal, enable Add to portal check box. Selecting the ‘Add to Portal’ check box is optional. Selecting this check box automatically adds this item to enterprise portal.</li> <li>Click on the ‘Answer’ link to post your answer.</li> <li>Click on the ‘Cancel’ link to cancel and return to previous page.</li> </ol> <table cellspacing="0"><tbody><tr> <td width="68"><img alt="" src="https://appserver14.akken.com/BSOS/Help/Admin_UM/note.jpg" class="fr-dii fr-draggable" style="width: 39px; height: 39px;"></td> <td width="15"> </td> <td width="720">Note: If you select Add to Portal check box for any item, the selected item will be displayed in the enterprise portal part of Knowledge Center screen.</td> </tr></tbody></table> </div></div></div> </div></div></div> </div> </div></div></div>

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2017-07-26T15:20:15-04:00

4004241107

Knowledge Management - Responding to User Query

2015-08-21T04:41:08-04:00

12054499

2015-05-15T15:09:44-04:00

The attached document explains each feature located under Job Posting Preferences on the Website Management screen and the functionality of each respective feature. Web Site Management – Job Posting Preferences Automatically expire Job Postings after X days: These jobs will be removed from your website but will still remain in Akken. Automatically remove if all Job Orders openings are filled These jobs will be removed from your website when the number of openings equals the number of jobs filled, but will still remain in Akken. Enable Search in the job listings Enables/disables ability to search for jobs on jobs page. Show X Job Postings on Featured and Search results pages The quantity of job orders that will be shown per page. Enable Candidate Quick Application Form If this is checked then the short form will be enabled (below image): -If this is un-checked then the long form will be enabled(next 2 images): Do not display Rates on Website Enables/disables displaying job order pay rates on website. Require Candidates to create an account prior to applying for jobs This creates an applicant record (and appears in HRM-->Applicant Tracking), and allows the applicant to update their resume and profile Allow Recruiter to Share Posted Job Orders Enables/disables user's ability to share job orders via social media: How would you like to share candidate? Public - All Akken users able to search for candidates who’ve applied. Private - Only the job order owner can see the candidates who’ve applied. For Applicant Profile Updates, how would you like the CRM record to be updated?(Note: This would automatically add applicants into CRM as Candidates) Overwrite the CRM record – The entire summary(left-side) of candidate record will be updated (Notes & Activities not affected). Only Update the list of Job(s) Applied To – The only section updated on Candidate record will be the list of jobs applied to in the Applied section. This is relevant to applicants applying for jobs using the links where the job has been shared. This means if a job has been shared to LinkedIn, applicants applying to the job on LinkedIn will be added automatically to CRM > Candidates. If the applicants are applying for jobs directly from your website, this option will not automatically add the applicants to the CRM > Candidates. Automatically add New Applicants & Profile Updates to CRM Candidates will automatically go into CRM (as well as HRM-->Applicant Tracking). Overwrite the CRM record – The entire summary (left-side) of candidate record will be updated (Notes & Activities not affected). Only Update the list of Job(s) Applied To – The only section updated on Candidate record will be the list of jobs applied to in the Applied section. Anyone applying for jobs from any source (your website, feeds (Indeed, Simply Hired, Glassdoor), shared) will be automatically added to CRM > Candidates. Select this option to enable additional fields in the candidate application form Adds additional fields to application form: Customize Online Job Application - Thank You message. Enable Auto Respond Emails to Applicants

<div dir="ltr"><div> The attached document explains each feature located under Job Posting Preferences on the Website Management screen and the functionality of each respective feature. Web Site Management – Job Posting Preferences <img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513636/original/fIRMmLT4l6OhKpQd7Hn5CXeqwMJ0d3AMpQ?1501096226" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513636/original/fIRMmLT4l6OhKpQd7Hn5CXeqwMJ0d3AMpQ?1501096226" data-fileid="4041513636" data-uniquekey="1501096195421"> Automatically expire Job Postings after X days: <ul><li>These jobs will be removed from your website but will still remain in Akken.</li></ul> Automatically remove if all Job Orders openings are filled <ul><li>These jobs will be removed from your website when the number of openings equals the number of jobs filled, but will still remain in Akken. </li></ul> Enable Search in the job listings <ul><li>Enables/disables ability to search for jobs on jobs page. </li></ul> Show X Job Postings on Featured and Search results pages <ul><li>The quantity of job orders that will be shown per page. </li></ul> Enable Candidate Quick Application Form <ul><li>If this is checked then the short form will be enabled (below image):</li></ul> <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4020168446/original/blob1448293239225.png?1448293239" class="inline-image fr-dii fr-draggable" data-id="4020168446"> -If this is un-checked then the long form will be enabled(next 2 images): <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4020168462/original/blob1448293261264.png?1448293261" class="inline-image fr-dii fr-draggable" data-id="4020168462"> <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4020168469/original/blob1448293272791.png?1448293272" class="inline-image fr-dii fr-draggable" data-id="4020168469"> Do not display Rates on Website <ul><li>Enables/disables displaying job order pay rates on website.</li></ul> Require Candidates to create an account prior to applying for jobs <ul><li>This creates an applicant record (and appears in HRM-->Applicant Tracking), and allows the applicant to update their resume and profile</li></ul> Allow Recruiter to Share Posted Job Orders <ul> <li>Enables/disables user's ability to share job orders via social media:</li> <li><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4020751562/original/blob1449679047872.png?1449679048" class="inline-image fr-dii fr-draggable" data-id="4020751562"> </li> </ul> How would you like to share candidate? <ol> <li> Public - All Akken users able to search for candidates who’ve applied. </li> <li>Private - Only the job order owner can see the candidates who’ve applied.</li> </ol> For Applicant Profile Updates, how would you like the CRM record to be updated?(Note: This would automatically add applicants into CRM as Candidates) <ol> <li>Overwrite the CRM record – The entire summary(left-side) of candidate record will be updated (Notes & Activities not affected).</li> <li>Only Update the list of Job(s) Applied To – The only section updated on Candidate record will be the list of jobs applied to in the Applied section.</li> </ol> <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4020168482/original/blob1448293306700.png?1448293306" class="inline-image fr-dii fr-draggable" data-id="4020168482"> This is relevant to applicants applying for jobs using the links where the job has been shared. This means if a job has been shared to LinkedIn, applicants applying to the job on LinkedIn will be added automatically to CRM > Candidates. If the applicants are applying for jobs directly from your website, this option will not automatically add the applicants to the CRM > Candidates. Automatically add New Applicants & Profile Updates to CRM <ul><li>Candidates will automatically go into CRM (as well as HRM-->Applicant Tracking).</li></ul> <ol> <li>Overwrite the CRM record – The entire summary (left-side) of candidate record will be updated (Notes & Activities not affected).</li> <li>Only Update the list of Job(s) Applied To – The only section updated on Candidate record will be the list of jobs applied to in the Applied section.</li> </ol> <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4020168540/original/blob1448293372788.png?1448293372" class="inline-image fr-dii fr-draggable" data-id="4020168540"> Anyone applying for jobs from any source (your website, feeds (Indeed, Simply Hired, Glassdoor), shared) will be automatically added to CRM > Candidates. Select this option to enable additional fields in the candidate application form <ul><li>Adds additional fields to application form:</li></ul> <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4020168557/original/blob1448293402759.png?1448293402" class="inline-image fr-dii fr-draggable" data-id="4020168557"> Customize Online Job Application - Thank You message. <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4020168569/original/blob1448293417092.png?1448293417" class="inline-image fr-dii fr-draggable" data-id="4020168569" data-height="229" style="height: 229px;"> Enable Auto Respond Emails to Applicants <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4020168578/original/blob1448293436393.png?1448293436" class="inline-image fr-dii fr-draggable" data-id="4020168578"> </div></div>

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2017-07-26T15:11:06-04:00

4004241107

Website Management - Job Posting Preferences

2016-05-19T10:39:58-04:00

4004241107

2014-03-13T15:04:55-04:00

You can delete employee details temporarily or from your active employees list. The employees deleted from Contact Management->Employees home page will be available in View Archive page of Employees for future reference. The employee details deleted from Contact Management are also deleted from HR and vice versa. Archive an Employee To archive an employee, select the employee record and click on the ‘Archive’ link. Result: You are prompted to respond to an alert message as shown below: Click on the OK button, if you want the selected employees to move to View Archive page for future reference. Click on the Cancel button to cancel and return back to Employees home page. Make Available an Employee To make available an employee, select the employee record and click on the ‘Make Available’ link. Result: The screen refreshes by making available the selected employee record to Employees home page.

You can delete employee details temporarily or from your active employees list. The employees deleted from Contact Management->Employees home page will be available in View Archive page of Employees for future reference. The employee details deleted from Contact Management are also deleted from HR and vice versa. <div><div><div> <h6> </h6> <h6>Archive an Employee</h6> To archive an employee, select the employee record and click on the ‘Archive’ link. Result: You are prompted to respond to an alert message as shown below: <img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513272/original/VtQ-SrcpA0T_X0lFKlytv069KaRnKaIdfA?1501095629" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513272/original/VtQ-SrcpA0T_X0lFKlytv069KaRnKaIdfA?1501095629" data-fileid="4041513272" data-uniquekey="1501095618618"> <ul type="disc"> <li>Click on the OK button, if you want the selected employees to move to View Archive page for future reference.</li> <li>Click on the Cancel button to cancel and return back to Employees home page.</li> </ul> <h6> </h6> <h6>Make Available an Employee</h6> To make available an employee, select the employee record and click on the ‘Make Available’ link. Result: The screen refreshes by making available the selected employee record to Employees home page. </div></div></div>

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EXPORT EMPLOYEE DETAILS You can export the employee details to use in other applications. AkkenCloud allows you to export the data in a CSV (comma separated value) format which can then be imported in to other application comfortably. The following steps need to be followed to export your employee details. Before beginning make sure that you have selected “Employees” in Show field in Contact Management screen. Result: The Employees screen is displayed. Select the employee and click on the ‘Export’ link to export the employee details. Result: The File download dialogue box is displayed. Click on the ‘Save’ button and specify the location to save the CSV file on your computer in the File download dialogue box. Click on the ‘Open’ button to open the CSV file. Click on the ‘Cancel’ link to cancel the exporting of employees details.

EXPORT EMPLOYEE DETAILS<div><div><div> You can export the employee details to use in other applications. AkkenCloud allows you to export the data in a CSV (comma separated value) format which can then be imported in to other application comfortably. The following steps need to be followed to export your employee details. <ol type="1"> <li>Before beginning make sure that you have selected “Employees” in Show field in Contact Management screen. Result: The Employees screen is displayed.</li> <li>Select the employee and click on the ‘Export’ link to export the employee details. Result: The File download dialogue box is displayed.</li> </ol> <div> </div> <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012639884/original/Contact_Mgmt_-_Export_Employee.PNG?1429132795" class="inline-image fr-dii fr-draggable" data-id="4012639884" style="cursor: default;"> <ol type="1"> <li>Click on the ‘Save’ button and specify the location to save the CSV file on your computer in the File download dialogue box.</li> <li>Click on the ‘Open’ button to open the CSV file.</li> <li>Click on the ‘Cancel’ link to cancel the exporting of employees details. </li> </ol> </div></div></div>

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Contact Management - Export Employee Details

2015-08-21T04:41:08-04:00

12054499

2014-03-13T15:07:43-04:00

ACTIVITIES WITH EMPLOYEES Your organization can use the activities feature to coordinate the activities between you and your employees. All Activities such as e-mail, meetings, documents uploading, and tasks are logged and history of every activity with the employee is kept for reference. The Activities screen displays the Modified Date, User, Title,Type and Sub-Type columns. The Type column displays the activity type of the record. You can select any record and double click it to modify or to process further. You can add/edit documents, add/edit tasks, add/edit appointments and send mails to employees from activities tab. Refer to the ‘Activities Tab’ in Contacts section of CRM, to know how to organize activities with selected Employees.

ACTIVITIES WITH EMPLOYEES<div><div><div>Your organization can use the activities feature to coordinate the activities between you and your employees. All Activities such as e-mail, meetings, documents uploading, and tasks are logged and history of every activity with the employee is kept for reference.</div></div></div><div><div> <div> </div> <div> <img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513336/original/dkAPWYxLfFexgSm8xvVgE1JwkkPYOk4Prg?1501095755" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513336/original/dkAPWYxLfFexgSm8xvVgE1JwkkPYOk4Prg?1501095755" data-fileid="4041513336" data-uniquekey="1501095750248"> <ol type="1"> <li>The Activities screen displays the Modified Date, User, Title,Type and Sub-Type columns. The Type column displays the activity type of the record.</li> <li>You can select any record and double click it to modify or to process further. You can add/edit documents, add/edit tasks, add/edit appointments and send mails to employees from activities tab.</li> </ol> <div> </div> <table cellspacing="0"><tbody><tr> <td width="68"><img alt="" src="https://appserver14.akken.com/BSOS/Help/Admin_UM/refer.jpg" class="fr-dii fr-draggable" style="width: 41px; height: 38px;"></td> <td width="15"> </td> <td class="current" width="720">Refer to the ‘Activities Tab’ in Contacts section of CRM, to know how to organize activities with selected Employees.</td> </tr></tbody></table> </div> </div></div>

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Contact Management - Activities with Employees

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12054499

2014-03-13T15:08:52-04:00

MANAGING EMPLOYEES The employees screen in Contact Management displays the list of active employee records which are maintained in HR. Before beginning make sure that you have selected “Employees” under Contact Management. The Employees screen displays the employee records. Highlight the required employee record and double click it to view the contact details. Result: The Contact Management pop up window is displayed. The Contact Management pop up window contains two tabs – Employee Information and Activities. The Employee Information tab displays the employee contact information. Select the Activities tab to organize the activities with the employee. See the Activities with employees topic to know how to organize activities with the selected employees. To close the window, click on the ‘Close’ link.

MANAGING EMPLOYEES<div><div><div> The employees screen in Contact Management displays the list of active employee records which are maintained in HR. <ol type="1"> <li>Before beginning make sure that you have selected “Employees” under Contact Management.</li> <li>The Employees screen displays the employee records.</li> <li>Highlight the required employee record and double click it to view the contact details. Result: The Contact Management pop up window is displayed.</li> </ol> <div> </div> <img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513345/original/ua7Z2tF7STy0EWYFcH8XifiiLv8yobR5mg?1501095784" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513345/original/ua7Z2tF7STy0EWYFcH8XifiiLv8yobR5mg?1501095784" data-fileid="4041513345" data-uniquekey="1501095767170"> <ol type="1"> <li>The Contact Management pop up window contains two tabs – Employee Information and Activities.</li> <li>The Employee Information tab displays the employee contact information.</li> <li>Select the Activities tab to organize the activities with the employee. See the <a href="http://support.akkencloud.com/solution/articles/4000005662-contact-management-activities-with-employees">Activities with employees</a> topic to know how to organize activities with the selected employees.</li> <li>To close the window, click on the ‘Close’ link. </li> </ol> </div></div></div>

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2014-03-13T15:12:19-04:00

ARCHIVING CONSULTANT DETAILS You can delete the consultant details temporarily or permanently from your active consultants list. The consultants deleted from Contact Management->Consultants home page will be available in View Archive page of Consultants for future reference. Archive a Consultant To archive a Consultant, select the consultant record and click on the ‘Archive’ link. Result: You are prompted to respond to an alert message as shown below: Click on the OK button, if you want the selected consultants to move to View Archive page for future reference. Click on the Cancel button to cancel and return back to Consultants home page. Make a Consultant Available To make available a Consultant, select the consultant record and click on the Make Available link. Result: The screen refreshes by making available the selected consultant record to Consultants home page. Delete a Consultant To delete a Consultant, select the consultant record and click on the Delete link. Result: The screen refreshes by displaying the following alert message as shown below: Click on the OK button to confirm the deletion of the consultant. Click on the Cancel button to cancel and return to Consultants View Archive page.

ARCHIVING CONSULTANT DETAILS<div><div><div> You can delete the consultant details temporarily or permanently from your active consultants list. The consultants deleted from Contact Management->Consultants home page will be available in View Archive page of Consultants for future reference. <h6>Archive a Consultant</h6> To archive a Consultant, select the consultant record and click on the ‘Archive’ link. Result: You are prompted to respond to an alert message as shown below: <img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513422/original/NU1U6iwQGLoRsSf760l8yxepTe_RUikctA?1501095896" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513422/original/NU1U6iwQGLoRsSf760l8yxepTe_RUikctA?1501095896" data-fileid="4041513422" data-uniquekey="1501095887177"> <ul type="disc"> <li>Click on the OK button, if you want the selected consultants to move to View Archive page for future reference.</li> <li>Click on the Cancel button to cancel and return back to Consultants home page.</li> </ul> <h6> </h6> <h6>Make a Consultant Available</h6> To make available a Consultant, select the consultant record and click on the Make Available link. Result: The screen refreshes by making available the selected consultant record to Consultants home page. <h6>Delete a Consultant</h6> To delete a Consultant, select the consultant record and click on the Delete link. Result: The screen refreshes by displaying the following alert message as shown below: <img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513472/original/-snDA3o0ieaHuQOB0mwckIgWlvrA6UR-zQ?1501095944" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513472/original/-snDA3o0ieaHuQOB0mwckIgWlvrA6UR-zQ?1501095944" data-fileid="4041513472" data-uniquekey="1501095887177"> <ul type="disc"> <li>Click on the OK button to confirm the deletion of the consultant.</li> <li>Click on the Cancel button to cancel and return to Consultants View Archive page. </li> </ul> </div></div></div>

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Contact Management - Archiving Consultant Details

2015-08-21T04:41:08-04:00

12054499

2014-03-13T15:13:38-04:00

EXPORT CONSULTANT DETAILS You can export the consultants’ details to use in other applications. AkkenCloud allows you to export the data in a CSV (comma separated value) format which can then be imported in to other application comfortably. The following steps need to be followed to export the consultant details. Before beginning make sure that you have selected “Consultants” in Show field of Contact Management screen. Result: The Consultants screen is displayed. Select the consultant and click on the ‘Export’ link to export the consultant details. Result: The File download dialogue box is displayed. Click on the ‘Save’ button and specify the location to save the CSV file on your computer in the File download dialogue box. Click on the ‘Open’ button to open the CSV file. Click on the ‘Cancel’ link to cancel the exporting of consultants details.

EXPORT CONSULTANT DETAILS<div><div><div> You can export the consultants’ details to use in other applications. AkkenCloud allows you to export the data in a CSV (comma separated value) format which can then be imported in to other application comfortably. The following steps need to be followed to export the consultant details. <ol type="1"> <li>Before beginning make sure that you have selected “Consultants” in Show field of Contact Management screen. Result: The Consultants screen is displayed.</li> <li>Select the consultant and click on the ‘Export’ link to export the consultant details. Result: The File download dialogue box is displayed.</li> </ol> <div> </div> <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012668438/original/Contact_Mgmt_-_Export_Employee.PNG?1429198296" class="inline-image fr-dii fr-draggable" data-id="4012668438"> <ol type="1"> <li>Click on the ‘Save’ button and specify the location to save the CSV file on your computer in the File download dialogue box.</li> <li>Click on the ‘Open’ button to open the CSV file.</li> <li>Click on the ‘Cancel’ link to cancel the exporting of consultants details. </li> </ol> </div></div></div>

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Contact Management - Export Consultant Details

2015-08-21T04:41:08-04:00

12054499

2014-03-13T15:22:59-04:00

ACTIVITIES WITH CONSULTANTS Your organization can use the activities features to coordinate activities between you and consultant or with sales and marketing team. All Activities such as e-mail, meetings, documents uploading, and tasks are lodged and history of every activity with the consultant is kept for reference. The Activities screen displays the Modified Date, User, Title,Type and Sub-Type columns. The Type column displays the activity type of the record. You can select any record and double click it to modify or to process further. You can add/edit documents, add/edit tasks, add/edit appointments and send mails to consultants from activities tab. Refer to the ‘Activities Tab’ in Contacts section of CRM, to know how to organize activities with selected Consultants.

ACTIVITIES WITH CONSULTANTS<div><div><div> Your organization can use the activities features to coordinate activities between you and consultant or with sales and marketing team. All Activities such as e-mail, meetings, documents uploading, and tasks are lodged and history of every activity with the consultant is kept for reference. <div> </div> <img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513532/original/MDle-RqlZ7vgP8tV3P7qDKWQ-o4DVEtwtw?1501096034" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513532/original/MDle-RqlZ7vgP8tV3P7qDKWQ-o4DVEtwtw?1501096034" data-fileid="4041513532" data-uniquekey="1501095985931"> <ol type="1"> <li>The Activities screen displays the Modified Date, User, Title,Type and Sub-Type columns. The Type column displays the activity type of the record.</li> <li>You can select any record and double click it to modify or to process further. You can add/edit documents, add/edit tasks, add/edit appointments and send mails to consultants from activities tab.</li> </ol> <table cellspacing="0"><tbody><tr> <td width="68"><img alt="" src="https://appserver14.akken.com/BSOS/Help/Admin_UM/refer.jpg" style="cursor: default; width: 41px; height: 38px;" class="fr-dii fr-draggable"></td> <td width="15"> </td> <td width="720">Refer to the ‘Activities Tab’ in Contacts section of CRM, to know how to organize activities with selected Consultants.</td> </tr></tbody></table> </div></div></div>

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Contact Management - Activities with Consultants

2015-08-21T04:41:08-04:00

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2014-03-13T15:35:36-04:00

The consultants screen in Contact Management displays the list of active consultants’ records which are maintained by marketing persons. To edit the consultant details, Before beginning make sure that you have selected “Consultants” under Contact Management. The Consultants screen displays the consultants’ records. Highlight a consultant record and double click it to view the details. Result: The Contact Management pop up window is displayed. The Contact Management pop up window contains two tabs – Consultant Information and Activities. The Consultant Information tab displays the consultant contact information. Select the Activities tab to organize the activities with consultants. See the Activities with Consultants topic to know how to organize the activities with the selected consultants. To close the window, click on the ‘Close’ link.

The consultants screen in Contact Management displays the list of active consultants’ records which are maintained by marketing persons. To edit the consultant details,<div><div><div> <ol type="1"> <li>Before beginning make sure that you have selected “Consultants” under Contact Management.</li> <li>The Consultants screen displays the consultants’ records.</li> <li>Highlight a consultant record and double click it to view the details. Result: The Contact Management pop up window is displayed.</li> </ol> <div> </div> <img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513566/original/45x-U-gALz89YIBzWqWiaIH2QeE5LMmuwA?1501096108" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513566/original/45x-U-gALz89YIBzWqWiaIH2QeE5LMmuwA?1501096108" data-fileid="4041513566" data-uniquekey="1501096090522"> <ol type="1"> <li>The Contact Management pop up window contains two tabs – Consultant Information and Activities.</li> <li>The Consultant Information tab displays the consultant contact information.</li> <li>Select the Activities tab to organize the activities with consultants. See the <a href="http://support.akkencloud.com/solution/articles/4000005673-contact-management-activities-with-consultants">Activities with Consultants</a> topic to know how to organize the activities with the selected consultants.</li> <li>To close the window, click on the ‘Close’ link. </li> </ol> </div></div></div>

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Contact Management - Managing Consultants

2015-08-21T04:41:08-04:00

12054499

2015-06-15T14:45:05-04:00

Manage Rates With Manage Rates there is now one centralized location to organize and manage your various rates. Giving access to users within Akken Any users that will oversee and handle your rates will first need access to the 'Manage Rates' screen. · Go to Admin - User Management and click on the user preferences icon next to your employees name · Check the box for 'Manage Rates' · And then click on 'Update' How to Manage Rates Go to Admin - Manage Rates - Regular, PerDiem, OverTime and DoubleTime rates are entered by default. Note: Regular and PerDiem are default rate types which cannot be edited or deleted. · To update Regular Pay/Bill rate information, click on the respective radio button. · To update the default OverTime/DoubleTime rate double click on OverTime/DoubleTime from the grid. · In the dialog box you will enter in the following information for your OverTime/DoubleTime rate: o Pay Rate Value - Your OverTime/DoubleTime pay rate can automatically calculate for you based on the information you enter in the 'Regular Pay Rate X' field. For example, if OverTime/DoubleTime is one and a half times the pay rate enter 1.5 for 'Regular Pay Rate X' and then decide if it is 'Billable' or 'Non-Billable'. o Allow users to overwrite? If checked you will allow o Bill Rate Value - Your OverTime/DoubleTime bill rate can automatically calculate for you based on the information you enter in the 'Regular Bill Rate X' field. For example, if OverTime/DoubleTime is one and a half times the bill rate enter 1.5 for 'Regular Bill Rate X' and then decide if it is 'Taxable' or 'Non-Taxable'. o Allow users to overwrite? If checked you will allow · Once information is entered, click on 'Update' To add a new custom rate type such as holiday, vacation, etc., click on 'Add New Rate Type' · In the dialog box you will enter in the following information for your new rate type: o Rate Name - Holiday, Vacation, etc. o Pay Rate Value - The pay rate will automatically populate for you based on the information you enter in the 'Regular Pay Rate X' field. For example, if your new rate type is the same amount as your regular pay rate enter 1 for 'Regular Pay Rate X' and then decide if it is 'Billable' or 'Non-Billable'. o Allow users to overwrite? If checked you will allow o Bill Rate Value - The bill rate will automatically calculate for you based on the information you enter in the 'Regular Bill Rate X' field. For example, if your new rate type is the same amount as your regular bill rate enter 1 for 'Regular Bill Rate X' and then decide if it is 'Taxable' or 'Non-Taxable'. o Allow users to overwrite? If checked you will allow · Once information is entered, click on 'Add' Please note: Checkbox(s) are disabled with the corresponding Rate Type(s) are associated with any Job Order(s) or any Assignment(s). Such rate types cannot be deleted. You can also assign certain rates to certain Job Titles by clicking on 'Select Job Titles': Setting default rates for a specific company: You can set up default rates each time a company is selected from within a job order OR when a job order is created from a company record. How to use your rates · Within a job order record(new or existing) · Scroll down to 'Billing Information' Enter in the amount of your 'Regular Pay Rate' and 'Regular Bill Rate'. Your 'Margin' and 'Markup' will automatically calculate for you. Your OverTime/DoubleTime rates will populate based on what you setup in 'Manage Rates' · If you allow users to overwrite your OverTime/DoubleTime rates, they will be able to change any information in the above section. Custom Rates To add another rate to the job order you will now use custom rates. Click on the custom rate link Select rate from drop down, click add and click on save. The amount that displays is based on the information that is setup in Manage Rates and the Regular Pay/Bill Rates. · If you allow users to overwrite your 'Custom' rates, they will be able to change any information in the above section. · To remove a custom rate click on the red 'X' Note: You can also perform the above steps on the Placement Details Screen and Assignments. Any information that you populate in the billing section of a job order will flow through to back office assignments, time sheets and invoices.

Manage Rates With Manage Rates there is now one centralized location to organize and manage your various rates. Giving access to users within Akken Any users that will oversee and handle your rates will first need access to the 'Manage Rates' screen. · Go to Admin - User Management and click on the user preferences icon next to your employees name<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514071/original/JpstrUtcFxPnOLIgTyQ_FMfzFe3G23S0Yw?1501096908" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514071/original/JpstrUtcFxPnOLIgTyQ_FMfzFe3G23S0Yw?1501096908" data-fileid="4041514071" data-uniquekey="1501096841688"> · Check the box for 'Manage Rates'<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514088/original/rX5eA1ha2-n7aedmGtYoOankM6XFfJhVdw?1501096956" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514088/original/rX5eA1ha2-n7aedmGtYoOankM6XFfJhVdw?1501096956" data-fileid="4041514088" data-uniquekey="1501096841688">· And then click on 'Update' <img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514097/original/8MU2CorAZzFKi7fXTMhhFI5zlstB2q4_qA?1501096990" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514097/original/8MU2CorAZzFKi7fXTMhhFI5zlstB2q4_qA?1501096990" data-fileid="4041514097" data-uniquekey="1501096841688"> How to Manage Rates Go to Admin - Manage Rates - Regular, PerDiem, OverTime and DoubleTime rates are entered by default. Note: Regular and PerDiem are default rate types which cannot be edited or deleted.· To update Regular Pay/Bill rate information, click on the respective radio button.<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514104/original/rTVqHGUuwGjcse2CiH3YAdkNcgXbl1TzpA?1501097021" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514104/original/rTVqHGUuwGjcse2CiH3YAdkNcgXbl1TzpA?1501097021" data-fileid="4041514104" data-uniquekey="1501096841688"> · To update the default OverTime/DoubleTime rate double click on OverTime/DoubleTime from the grid. <img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514130/original/vcRCGFB-_LjfWHSaQsZSPJljuiDKZQwP3w?1501097083" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514130/original/vcRCGFB-_LjfWHSaQsZSPJljuiDKZQwP3w?1501097083" data-fileid="4041514130" data-uniquekey="1501096841688"> · In the dialog box you will enter in the following information for your OverTime/DoubleTime rate:o Pay Rate Value - Your OverTime/DoubleTime pay rate can automatically calculate for you based on the information you enter in the 'Regular Pay Rate X' field. For example, if OverTime/DoubleTime is one and a half times the pay rate enter 1.5 for 'Regular Pay Rate X' and then decide if it is 'Billable' or 'Non-Billable'.o Allow users to overwrite? If checked you will allowo Bill Rate Value - Your OverTime/DoubleTime bill rate can automatically calculate for you based on the information you enter in the 'Regular Bill Rate X' field. For example, if OverTime/DoubleTime is one and a half times the bill rate enter 1.5 for 'Regular Bill Rate X' and then decide if it is 'Taxable' or 'Non-Taxable'.o Allow users to overwrite? If checked you will allow· Once information is entered, click on 'Update' <img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514152/original/scZMGeRNhUPkC3tNx8_PtrMv41cgAxIB4A?1501097109" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514152/original/scZMGeRNhUPkC3tNx8_PtrMv41cgAxIB4A?1501097109" data-fileid="4041514152" data-uniquekey="1501096841688"> To add a new custom rate type such as holiday, vacation, etc., click on 'Add New Rate Type'<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514165/original/UK8Z1r8p8T1a1sV7aC3opZ7KlDixX9MOPg?1501097149" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514165/original/UK8Z1r8p8T1a1sV7aC3opZ7KlDixX9MOPg?1501097149" data-fileid="4041514165" data-uniquekey="1501096841688"> · In the dialog box you will enter in the following information for your new rate type:o Rate Name - Holiday, Vacation, etc.o Pay Rate Value - The pay rate will automatically populate for you based on the information you enter in the 'Regular Pay Rate X' field. For example, if your new rate type is the same amount as your regular pay rate enter 1 for 'Regular Pay Rate X' and then decide if it is 'Billable' or 'Non-Billable'.o Allow users to overwrite? If checked you will allowo Bill Rate Value - The bill rate will automatically calculate for you based on the information you enter in the 'Regular Bill Rate X' field. For example, if your new rate type is the same amount as your regular bill rate enter 1 for 'Regular Bill Rate X' and then decide if it is 'Taxable' or 'Non-Taxable'.o Allow users to overwrite? If checked you will allow· Once information is entered, click on 'Add'<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514184/original/lFFiaxUzD4rEXWbWf1zTV9EtkM3gSRsHZQ?1501097172" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514184/original/lFFiaxUzD4rEXWbWf1zTV9EtkM3gSRsHZQ?1501097172" data-fileid="4041514184" data-uniquekey="1501096841688">Please note: Checkbox(s) are disabled with the corresponding Rate Type(s) are associated with any Job Order(s) or any Assignment(s). Such rate types cannot be deleted. You can also assign certain rates to certain Job Titles by clicking on 'Select Job Titles':<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514244/original/wOHF6O14w4PX4CkdHJ7TkpIYuenMP4FwWA?1501097261" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514244/original/wOHF6O14w4PX4CkdHJ7TkpIYuenMP4FwWA?1501097261" data-fileid="4041514244" data-uniquekey="1501096841688"> Setting default rates for a specific company:You can set up default rates each time a company is selected from within a job order OR when a job order is created from a company record.<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514967/original/yunw29urPjeZ7LvWnGYcw6fW0Jj-wkwzAg?1501098903" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514967/original/yunw29urPjeZ7LvWnGYcw6fW0Jj-wkwzAg?1501098903" data-fileid="4041514967" data-uniquekey="1501098832519"> <img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514976/original/bhsr09PKanQao-1Ry43hIpC_9dcpF7VOaQ?1501098946" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514976/original/bhsr09PKanQao-1Ry43hIpC_9dcpF7VOaQ?1501098946" data-fileid="4041514976" data-uniquekey="1501098832519"> How to use your rates· Within a job order record(new or existing) · Scroll down to 'Billing Information' <img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514513/original/uFmT9tN0DlOb66CRDQ0zJLRWI2RPN-vW7g?1501097798" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514513/original/uFmT9tN0DlOb66CRDQ0zJLRWI2RPN-vW7g?1501097798" data-fileid="4041514513" data-uniquekey="1501096841688"> Enter in the amount of your 'Regular Pay Rate' and 'Regular Bill Rate'. Your 'Margin' and 'Markup' will automatically calculate for you. Your OverTime/DoubleTime rates will populate based on what you setup in 'Manage Rates'· If you allow users to overwrite your OverTime/DoubleTime rates, they will be able to change any information in the above section. Custom Rates To add another rate to the job order you will now use custom rates. Click on the custom rate link<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514529/original/T76Fp7zhydsSy6q5-aifmL3HRqjZp_gBjQ?1501097833" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514529/original/T76Fp7zhydsSy6q5-aifmL3HRqjZp_gBjQ?1501097833" data-fileid="4041514529" data-uniquekey="1501096841688"> Select rate from drop down, click add and click on save.<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514559/original/W_XBYlkNH1xFLONjE0IrEL3sQ_sitQgeWg?1501097897" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514559/original/W_XBYlkNH1xFLONjE0IrEL3sQ_sitQgeWg?1501097897" data-fileid="4041514559" data-uniquekey="1501096841688">The amount that displays is based on the information that is setup in Manage Rates and the Regular Pay/Bill Rates. <img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514616/original/MA344zN1CdU9LYZEuJLU9SIc_DNB2PSCtQ?1501098044" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514616/original/MA344zN1CdU9LYZEuJLU9SIc_DNB2PSCtQ?1501098044" data-fileid="4041514616" data-uniquekey="1501096841688"> · If you allow users to overwrite your 'Custom' rates, they will be able to change any information in the above section.· To remove a custom rate click on the red 'X' Note: You can also perform the above steps on the Placement Details Screen and Assignments. Any information that you populate in the billing section of a job order will flow through to back office assignments, time sheets and invoices.

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2017-07-26T15:56:48-04:00

4004241107

Manage Rates

2015-06-15T14:45:05-04:00

12054499

2015-06-15T14:57:48-04:00

Burden Management Burden Management provides you with the capability to itemize your individual Burdens. Giving access to users within Akken Any users that will oversee and handle your burdens will first need access to the 'Burden Management' screen. · Go to Admin - User Management and click on the user preferences icon next to your employees name Check the box for 'Burden Management' ·How to setup Burden Management · Go to Admin - Burden Management. You will need to first 'Enable' burden management by clicking on the radio button next to 'Enable' · Next, you need to create the individual burden items that will be included in your Burden Types, click on 'View Burden Item' · Next click on 'Add New Burden Item' Enter in the following information; Burden Item Name, Burden Value, Burden Mode (either % or Flat Amount), Burden On (Pay Rate, Bill Rate or Hours), Rates to apply on, Threshold Amount (if applicable), select Billable or Non-Billable and Taxable or Non-Taxable. Then click on Save. After you have created your burden items you can create your individual burden types. Click on 'Create Burden Type' · Select the burden items from the list that you would like to include in this burden type and click on 'Add Selected Burden Items' · Now decide if you would like to add these items to an existing burden type or create a new burden type by selecting the respective radio button. For new burden type, name your burden and click on save. How to use Burden Types · Within a Job Order record(new or existing): Scroll down to 'Billing Information'. Burden will default to 'Zero Burden'. To apply burden, fill in your pay rate and bill rate, then choose the appropriate burden type from the drop down menu. · Once you have selected your burden type, the individual burden items will populate to the right of the burden type and the 'Margin' will recalculate based on your pay/bill rates and burden(s). Adding Burden Types to Job Locations · WWhen adding a new Job Location or editing an existing one, you have the ability to add Pay and Bill Burdens per that location and choose whether or not users can overwrite each one. ·OOn the Job Order, either select ‘new’ or ‘edit’ an existing Job Location, then select your burden(s) and choose whether or not to ‘Allow user to overwrite’. Once you ‘Save’ or ‘Update’ your location, the burden(s) will be automatically added to the Billing Information. Anytime that Job Location is selected on a Job Order, the burden(s) will be included. Note: You can also perform the above steps on the Placement Details Screen and Assignments. Any information that you populate in the Billing Information section of a Job Order will flow through to back office Assignments, Time Sheets and Invoices. Adding Default Burdens to Company Records:

Burden Management Burden Management provides you with the capability to itemize your individual Burdens. Giving access to users within Akken Any users that will oversee and handle your burdens will first need access to the 'Burden Management' screen. · Go to Admin - User Management and click on the user preferences icon next to your employees name <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514071/original/JpstrUtcFxPnOLIgTyQ_FMfzFe3G23S0Yw?1501096908" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514071/original/JpstrUtcFxPnOLIgTyQ_FMfzFe3G23S0Yw?1501096908" data-fileid="4041514071" data-uniquekey="1501096841688" class="fr-dii fr-draggable"> Check the box for 'Burden Management' <img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514665/original/6-tkpQZ6x11SNyuJWwEI49itu7gnHshf1A?1501098195" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514665/original/6-tkpQZ6x11SNyuJWwEI49itu7gnHshf1A?1501098195" data-fileid="4041514665" data-uniquekey="1501098097741"> ·How to setup Burden Management· Go to Admin - Burden Management. You will need to first 'Enable' burden management by clicking on the radio button next to 'Enable'<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514680/original/uJBdoNx92wvNzpjxUxVZnSI4G-6dc1daCA?1501098235" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514680/original/uJBdoNx92wvNzpjxUxVZnSI4G-6dc1daCA?1501098235" data-fileid="4041514680" data-uniquekey="1501098097741"> · Next, you need to create the individual burden items that will be included in your Burden Types, click on 'View Burden Item' <img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514700/original/JS25fecFhv8V1X-VuUu2GGXddRe2pC5Fqg?1501098281" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514700/original/JS25fecFhv8V1X-VuUu2GGXddRe2pC5Fqg?1501098281" data-fileid="4041514700" data-uniquekey="1501098097741">· Next click on 'Add New Burden Item'<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514723/original/RGYCvIp6ckfJGftG8uIiaxRR9-wjhRaTHQ?1501098331" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514723/original/RGYCvIp6ckfJGftG8uIiaxRR9-wjhRaTHQ?1501098331" data-fileid="4041514723" data-uniquekey="1501098097741"> Enter in the following information; Burden Item Name, Burden Value, Burden Mode (either % or Flat Amount), Burden On (Pay Rate, Bill Rate or Hours), Rates to apply on, Threshold Amount (if applicable), select Billable or Non-Billable and Taxable or Non-Taxable. Then click on Save.<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514731/original/KeD3YPlNE95FdNqqbMEcwo-MfdfAMhNoXQ?1501098353" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514731/original/KeD3YPlNE95FdNqqbMEcwo-MfdfAMhNoXQ?1501098353" data-fileid="4041514731" data-uniquekey="1501098097741"> After you have created your burden items you can create your individual burden types. Click on 'Create Burden Type'<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514756/original/YTM2i9uuv6CUji_YIGpeFfBAubCwrvnBLA?1501098415" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514756/original/YTM2i9uuv6CUji_YIGpeFfBAubCwrvnBLA?1501098415" data-fileid="4041514756" data-uniquekey="1501098097741"> · Select the burden items from the list that you would like to include in this burden type and click on 'Add Selected Burden Items'<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514771/original/69j_-8QCvpTdqpwUUJNlb2IpbM9gGUjdvg?1501098439" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514771/original/69j_-8QCvpTdqpwUUJNlb2IpbM9gGUjdvg?1501098439" data-fileid="4041514771" data-uniquekey="1501098097741"> · Now decide if you would like to add these items to an existing burden type or create a new burden type by selecting the respective radio button. For new burden type, name your burden and click on save.<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514790/original/XWPhHsxDHW1h05-NJ06EGICc4j1C9wmXvg?1501098468" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514790/original/XWPhHsxDHW1h05-NJ06EGICc4j1C9wmXvg?1501098468" data-fileid="4041514790" data-uniquekey="1501098097741"> How to use Burden Types· Within a Job Order record(new or existing): Scroll down to 'Billing Information'. Burden will default to 'Zero Burden'. To apply burden, fill in your pay rate and bill rate, then choose the appropriate burden type from the drop down menu.<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514841/original/nGtiqykV9TQh9ntI-ZHtEzQQwpEO1pDiXQ?1501098585" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514841/original/nGtiqykV9TQh9ntI-ZHtEzQQwpEO1pDiXQ?1501098585" data-fileid="4041514841" data-uniquekey="1501098097741"> · Once you have selected your burden type, the individual burden items will populate to the right of the burden type and the 'Margin' will recalculate based on your pay/bill rates and burden(s).<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514899/original/ZXlXOSCgpK5o0y25G3HQq1yiFjz5kl1L0Q?1501098676" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514899/original/ZXlXOSCgpK5o0y25G3HQq1yiFjz5kl1L0Q?1501098676" data-fileid="4041514899" data-uniquekey="1501098097741"><div> </div>Adding Burden Types to Job Locations · WWhen adding a new Job Location or editing an existing one, you have the ability to add Pay and Bill Burdens per that location and choose whether or not users can overwrite each one. ·OOn the Job Order, either select ‘new’ or ‘edit’ an existing Job Location, then select your burden(s) and choose whether or not to ‘Allow user to overwrite’. Once you ‘Save’ or ‘Update’ your location, the burden(s) will be automatically added to the Billing Information. Anytime that Job Location is selected on a Job Order, the burden(s) will be included. <img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514921/original/24Q7bbF75HX3PwNbbUl3CBHCy13n_gAAKw?1501098727" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514921/original/24Q7bbF75HX3PwNbbUl3CBHCy13n_gAAKw?1501098727" data-fileid="4041514921" data-uniquekey="1501098097741"> Note: You can also perform the above steps on the Placement Details Screen and Assignments. Any information that you populate in the Billing Information section of a Job Order will flow through to back office Assignments, Time Sheets and Invoices. Adding Default Burdens to Company Records:<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514947/original/rqRW8peH9FuV2_20IGJY5oRiI58skTvLMg?1501098786" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514947/original/rqRW8peH9FuV2_20IGJY5oRiI58skTvLMg?1501098786" data-fileid="4041514947" data-uniquekey="1501098097741">

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371 4000055328

2017-07-26T15:53:41-04:00

4004241107

Burden Management

2015-07-02T08:30:19-04:00

12054499

2016-12-22T16:53:54-05:00

User Management: To access User Management you can navigate to Admin-->User Management. User Management is where you can see create/deactivate users, see active users, edit user preferences, change user types, as well as changing usernames and passwords: The User icons to the far right of the User Management screen each have a certain functionality: Preferences Icon - This is where you can manage which screens each user has access to see in their account: Edit User Name - This is where you can change a user's username: Edit Password - This is where you can change a user's password: Email Setup - This is where you can setup a user's email for them instead of them doing it themselves: Deactivate - This is where you go to deactivate a user account: After clicking 'Select Employee' when chainging ownership of records you will get the following pop-up window to select an internal employee to move the record ownership to: Note: If you utilize AkkenCloud as your email client you can also move existing and new emails that were originally tied to a user and move them to another user(as long as they have an email account configured in AkkenCloud).

User Management: To access User Management you can navigate to Admin-->User Management. User Management is where you can see create/deactivate users, see active users, edit user preferences, change user types, as well as changing usernames and passwords:<img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041511946/original/2M8X2t_Ck1jPslu5DyZjtyAtDEpOx4EZYg?1501092977" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041511946/original/2M8X2t_Ck1jPslu5DyZjtyAtDEpOx4EZYg?1501092977" data-fileid="4041511946" data-uniquekey="1501092947882"> The User icons to the far right of the User Management screen each have a certain functionality: <ul> <li> Preferences Icon - This is where you can manage which screens each user has access to see in their account:<ul><li><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512026/original/ExIyLf3Xr9BM8Ca5-yIOFhQElf8K9S2KwA?1501093141" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512026/original/ExIyLf3Xr9BM8Ca5-yIOFhQElf8K9S2KwA?1501093141" data-fileid="4041512026" data-uniquekey="1501092947882"></li></ul> </li> <li> Edit User Name - This is where you can change a user's username:<ul><li><img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512076/original/d86OYN06uD7ukGZ3OkBKpI6nQNYP39fL_A?1501093252" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512076/original/d86OYN06uD7ukGZ3OkBKpI6nQNYP39fL_A?1501093252" data-fileid="4041512076" data-uniquekey="1501092947882"></li></ul> </li> <li> Edit Password - This is where you can change a user's password:<ul><li><img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512129/original/wamPEK_6o4G8YqUaDGSDt3S8S9uvf0dxQA?1501093320" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512129/original/wamPEK_6o4G8YqUaDGSDt3S8S9uvf0dxQA?1501093320" data-fileid="4041512129" data-uniquekey="1501092947882"></li></ul> </li> <li> Email Setup - This is where you can setup a user's email for them instead of them doing it themselves: <ul> <li><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512156/original/y5jI_FA7wHFQH7KEJH_fAWg7VxhMqEw9vg?1501093394" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512156/original/y5jI_FA7wHFQH7KEJH_fAWg7VxhMqEw9vg?1501093394" data-fileid="4041512156" data-uniquekey="1501092947882"></li> <li><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512173/original/oVyTOmYuW71iXqLN86yhnibAygZuvSTBfQ?1501093440" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512173/original/oVyTOmYuW71iXqLN86yhnibAygZuvSTBfQ?1501093440" data-fileid="4041512173" data-uniquekey="1501092947882"></li> </ul> </li> <li> Deactivate - This is where you go to deactivate a user account: <ul> <li> <img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512207/original/m7CCZTCPcdOcwhbqUS80svNez0JRLpyC6Q?1501093489" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512207/original/m7CCZTCPcdOcwhbqUS80svNez0JRLpyC6Q?1501093489" data-fileid="4041512207" data-uniquekey="1501092947882"> After clicking 'Select Employee' when chainging ownership of records you will get the following pop-up window to select an internal employee to move the record ownership to: </li> <li><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512250/original/pA750FAUulX4iJbmPOEiQQU0QKEeywH1aQ?1501093571" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512250/original/pA750FAUulX4iJbmPOEiQQU0QKEeywH1aQ?1501093571" data-fileid="4041512250" data-uniquekey="1501092947882"></li> <li>Note: If you utilize AkkenCloud as your email client you can also move existing and new emails that were originally tied to a user and move them to another user(as long as they have an email account configured in AkkenCloud).</li> </ul> </li> </ul>

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User Management

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2016-12-22T17:06:31-05:00

Contact Management section tracks and displays all the individuals who associate with the organization either as a contact or consultant or customer or employee. All the contacts of the organization can be managed from Contact Management. Contacts can be added, imported, exported, edited and also deleted from here.

<div rel="clipboard_data">Contact Management section tracks and displays all the individuals who associate with the organization either as a contact or consultant or customer or employee. All the contacts of the organization can be managed from Contact Management. Contacts can be added, imported, exported, edited and also deleted from here.</div> <img class="fr-draggable fr-dii" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4034226403/original/C7XgMj8vPyifgf3fkaEaUQ0FLCVTDJSZ7Q?1482444355" style="width: 1318px; height: 675.733px;" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4034226403/original/C7XgMj8vPyifgf3fkaEaUQ0FLCVTDJSZ7Q?1482444355" data-fileid="4034226403" data-uniquekey="1482444331483">

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Contact Management

2016-12-22T17:06:31-05:00

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2016-12-22T17:10:52-05:00

Data Management: As an Admin user you have the ability to view ALL contacts, companies, candidates, job orders, and CRM groups regardless of ownership and viewership (Public, Private, Shared). You also have the ability to archive, change ownership of any record and designate to another user, including yourself. In addition, you have the ability to mark each record as Public, Private, or Shared. Please note that this is the 'Admin version' of the CRM screens.

Data Management: As an Admin user you have the ability to view ALL contacts, companies, candidates, job orders, and CRM groups regardless of ownership and viewership (Public, Private, Shared). You also have the ability to archive, change ownership of any record and designate to another user, including yourself. In addition, you have the ability to mark each record as Public, Private, or Shared. Please note that this is the 'Admin version' of the CRM screens. <img class="fr-draggable fr-dii" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4034226434/original/36-rw8fpDsdQgfWP9JhhdXoD7J-crKtZuw?1482444480" style="width: 1322px; height: 675.022px;" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4034226434/original/36-rw8fpDsdQgfWP9JhhdXoD7J-crKtZuw?1482444480" data-fileid="4034226434" data-uniquekey="1482444458732">

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2017-04-11T09:41:33-04:00

4001711681

Data Management

2016-12-22T17:10:52-05:00

4004241107

2017-07-26T16:08:08-04:00

Admin users do have the ability to create custom fields that appear in CRM(Companies, Contacts, Candidates, Job Orders): To create a new CDF(Company Defined Field) you can click on the 'Add' button. After clicking 'Add' you will be prompted with the following window: You can determine which CRM screen for the field to display as well as if it's required or not. You can then name the field and select the field type(Text, Dropdown, Radio, etc). If you select a field type that will display multiple values you must enter those values and mark one as a default. They will be displayed within the CRM record similar to the below: You also have the ability to filter by these CDFs using Akkusearch. Please note that it will take a few minutes for the filters to index and appear after creating a new CDF:

Admin users do have the ability to create custom fields that appear in CRM(Companies, Contacts, Candidates, Job Orders):<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041515106/original/-wCVOqKTJ_OfxhSjV3H_fyPwbDdcJwgNXA?1501099313" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041515106/original/-wCVOqKTJ_OfxhSjV3H_fyPwbDdcJwgNXA?1501099313" data-fileid="4041515106" data-uniquekey="1501099279141">To create a new CDF(Company Defined Field) you can click on the 'Add' button. After clicking 'Add' you will be prompted with the following window:<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041515154/original/pASYGI653Q2Z3PCvLxjeoVvaN2jPHIP8vg?1501099412" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041515154/original/pASYGI653Q2Z3PCvLxjeoVvaN2jPHIP8vg?1501099412" data-fileid="4041515154" data-uniquekey="1501099279141"> You can determine which CRM screen for the field to display as well as if it's required or not. You can then name the field and select the field type(Text, Dropdown, Radio, etc). If you select a field type that will display multiple values you must enter those values and mark one as a default. They will be displayed within the CRM record similar to the below:<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041515236/original/x7R8UwuAytEfLr6KmHO0HZQ2Vaer0Zistg?1501099586" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041515236/original/x7R8UwuAytEfLr6KmHO0HZQ2Vaer0Zistg?1501099586" data-fileid="4041515236" data-uniquekey="1501099279141"> You also have the ability to filter by these CDFs using Akkusearch. Please note that it will take a few minutes for the filters to index and appear after creating a new CDF:<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041515266/original/TvJELcRhLf5RQ2Xeu1SRNRV8zhQc7EmikQ?1501099672" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041515266/original/TvJELcRhLf5RQ2Xeu1SRNRV8zhQc7EmikQ?1501099672" data-fileid="4041515266" data-uniquekey="1501099279141">

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Company Defined Fields

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Notifications can be automatically sent to internal users(and employees on active assignments). To set this up you would need to have Notification Management enabled in your Admin menu. If it is not enabled, go to Admin-->User Management, look at your preferences and enable it there. You can manage the credential notification via the Notification Management screen(Admin-->Notification Management): You have the ability to send emails, texts messages, and Akken popups for any expiring credentials for candidates and/or employees.

Notifications can be automatically sent to internal users(and employees on active assignments). To set this up you would need to have Notification Management enabled in your Admin menu. If it is not enabled, go to Admin-->User Management, look at your preferences and enable it there. You can manage the credential notification via the Notification Management screen(Admin-->Notification Management):<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041515332/original/vRcNGFRlmENBWzn1xX4tmbG1qV_C8clqoA?1501099870" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041515332/original/vRcNGFRlmENBWzn1xX4tmbG1qV_C8clqoA?1501099870" data-fileid="4041515332" data-uniquekey="1501099752245"> You have the ability to send emails, texts messages, and Akken popups for any expiring credentials for candidates and/or employees.

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Notification Management

2017-07-26T16:12:29-04:00

4004241107

2017-07-26T16:27:56-04:00

Payroll Setup(Admin-->Payroll Setup) is the area you manage mainly what your payroll weekend date is as well as any weekly/daily hours rules. You can also manage which types of timesheets users will have the ability to enter: The Hours per Day Rule and Hours per Week Rule only apply if Time In & Time Out is selected. The reason being is that overtime is automatically calculated on Time In/Out timesheets instead of manually entering OT when creating a normal timesheet(non-Time In/Out).

Payroll Setup(Admin-->Payroll Setup) is the area you manage mainly what your payroll weekend date is as well as any weekly/daily hours rules. You can also manage which types of timesheets users will have the ability to enter: <a href="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041511903/original/jAY0xoyzp7e7faDg-poOxIdPUwOr7B8MNg?1501092839" target="_blank"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041511903/original/jAY0xoyzp7e7faDg-poOxIdPUwOr7B8MNg?1501092839" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041511903/original/jAY0xoyzp7e7faDg-poOxIdPUwOr7B8MNg?1501092839" data-fileid="4041511903" data-uniquekey="1501092762779" class="fr-dii fr-draggable"></a> The Hours per Day Rule and Hours per Week Rule only apply if Time In & Time Out is selected. The reason being is that overtime is automatically calculated on Time In/Out timesheets instead of manually entering OT when creating a normal timesheet(non-Time In/Out).

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2017-07-26T16:28:10-04:00

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Payroll Setup

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4004241107

2017-07-26T16:40:20-04:00

Admin-->Manage Roles As an Admin user you have the ability to manage role types(Recruiter, Account Manager, etc) as well as their commissions. By clicking on Display Commission Details you have the ability to either display or hide the commission details on any CRM records(as well as Assignment records): To add a new role type you can click on 'Add New Role' and you will be prompted with the following window: When creating a new role type you have the ability to allow/deny users to override a commission plan. You can also set up a commission plan(and multiple plans) where you can enter the effective dates as well as the percentage or flat amount of the margin, markup, pay rate, bill rate, salary, or placement fee: To add a role to a CRM record(Companies, Contacts, Candidates, Job Orders) you would navigate to the billing information section and to the 'Commission/Splits' field. You would then select an employee from the list and then select which role type they are. Their commission plan should then display similar to the below:

Admin-->Manage Roles As an Admin user you have the ability to manage role types(Recruiter, Account Manager, etc) as well as their commissions. <img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041515824/original/U-5l0L02sd46CYuW4jBPnkl2f3sJhZle1Q?1501100963" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041515824/original/U-5l0L02sd46CYuW4jBPnkl2f3sJhZle1Q?1501100963" data-fileid="4041515824" data-uniquekey="1501100957141"> By clicking on Display Commission Details you have the ability to either display or hide the commission details on any CRM records(as well as Assignment records):<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041515895/original/UTSpMWPZvdkHFv6UdKONxsvSWtcw8GXRSg?1501101113" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041515895/original/UTSpMWPZvdkHFv6UdKONxsvSWtcw8GXRSg?1501101113" data-fileid="4041515895" data-uniquekey="1501100957141"> To add a new role type you can click on 'Add New Role' and you will be prompted with the following window:<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041515911/original/QBpnGhfcEBNxrtmZvtKxtOe27iy7do1IiA?1501101168" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041515911/original/QBpnGhfcEBNxrtmZvtKxtOe27iy7do1IiA?1501101168" data-fileid="4041515911" data-uniquekey="1501100957141"> When creating a new role type you have the ability to allow/deny users to override a commission plan. You can also set up a commission plan(and multiple plans) where you can enter the effective dates as well as the percentage or flat amount of the margin, markup, pay rate, bill rate, salary, or placement fee:<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041515979/original/SA_afuL_16laf1bkcqNiWSnKJ_U_cpm04A?1501101317" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041515979/original/SA_afuL_16laf1bkcqNiWSnKJ_U_cpm04A?1501101317" data-fileid="4041515979" data-uniquekey="1501100957141"> To add a role to a CRM record(Companies, Contacts, Candidates, Job Orders) you would navigate to the billing information section and to the 'Commission/Splits' field. You would then select an employee from the list and then select which role type they are. Their commission plan should then display similar to the below:<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041516024/original/Gd73pTkXZ5K5StySRzVkQfAP7DwvfQ1VYw?1501101489" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041516024/original/Gd73pTkXZ5K5StySRzVkQfAP7DwvfQ1VYw?1501101489" data-fileid="4041516024" data-uniquekey="1501100957141">

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Manage Roles

2017-07-26T16:40:20-04:00

4004241107